Jeffrey J. Phillips, CFA, CPA
Florida Regional Managing Principal
Location
Vero Beach, FL
772.234.8484
Education
Oakland University
BS, accounting
Walsh College
MS, finance
Current Role
Jeff develops creative strategies that help clients work toward meeting their financial goals, integrating asset management and retirement plan services with overall business and financial plans. He works with a cross-functional Rehmann team to proactively guide each client, considering tax law and efficiencies, estate planning, and accounting needs along the way.
As chief investment officer of Rehmann’s wealth management division, Jeff provides direction to the firm’s financial service divisions, manages firm-wide investment research efforts and assists advisors and clients with portfolio construction and management. Jeff also serves as Rehmann’s Florida regional managing principal, shaping the strategy to bolster the firm’s presence within the Florida market.
Service Areas
- Investment analysis and portfolio design
- Qualified and non-qualified corporate retirement and compensation plans
- Multi-generational financial planning
- Retirement and estate planning
- Insurance analysis and strategies
- Income and estate tax planning
Experience
Jeff has over 20 years of financial and tax planning experience. Since Jeff joined Rehmann in 2005, he has provided financial planning services to high net worth clients and corporate executives. During this time, he has focused his efforts on estate and gift planning strategies, tax efficient investment management, asset allocation structures and corporate benefit plans.
He is a Certified Public Accountant (CPA) and holds his Chartered Financial Analyst (CFA) designation. Jeff is licensed to sell life insurance.
A Closer Look
- Jeff has an in-depth knowledge of deferred compensation and stock option plans that enables him to bring unique plans to clients involved in such structures, especially at publicly traded companies.
- Jeff is active in the community as the Treasurer of the VNA Foundation of The Treasure Coast and serves on multiple subcommittees at the VNA Foundation.
- Jeff stays current on matters impacting his clients’ interests through participation in the CFA Institute and CFA Society of South Florida.
Securities offered through Rehmann Financial Network, LLC, member FINRA/SIPC. Investment advisory services offered through Rehmann Wealth, a Registered Investment Advisor. Insurance services offered through Rehmann Insurance Group. 5070 North Highway A1A, Suite 250, Vero Beach, FL 32963 | 772.234.8484
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