David Phillips, Financial Advisor located in Nacogdoches, TX

Financial Advisor
David L Phillips II

CFP®
3540 North East Stallings #300, Nacogdoches, TX 75965opens in a new window
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Focus Areas

  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Spending Time with Family
  • Baseball
  • Traveling
  • Outdoor Enthusiast
  • Personal Fitness

Team Members

  • Jennifer Cain
    Sr. Branch Office Administrator
    FPQP®
  • Kathy Parker
    Sr. Branch Office Administrator
  • Shaina Strong
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(936) 462-9040

Fax

(877) 904-4160

Office Address

3540 North East Stallings #300
Nacogdoches, TX 75965opens in a new window

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