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Christopher Phillips

Senior Vice President–Wealth Management

Chris Phillips began his career in financial services at PaineWebber in 1998. He rejoined UBS in 2011 after seven years with Merrill Lynch Wealth Management with more than 15 years of experience navigating financial markets, including 2 bear markets. He has worked and continues to work exclusively with successful families and individuals who have created their wealth through business ownership as well as with corporate executives with complex financial issues and objectives.

Though Chris views his role as a primary financial advocate for his clients, he is a strong relationship builder. His goal is to help his clients build and preserve wealth, the wealth they need to fully enjoy life and the things that matter most to them. He successfully accomplishes this for his clients by understanding at a deep level what is truly important to them and how their balance sheet can be utilized to achieve their lifetime goals and aspirations.

When he is not serving clients, Chris loves spending time with his wife, Lindsey, and their son and daughter Miller and Brenna. He enjoys the outdoors, particularly in Florida and spends time traveling with his family. Chris is an active member in the community, with a heart for disadvantaged children and adults, Chris has served on the board of the Devereux Foundation, and actively participated with Cystic Fibrosis and IDignity as well as The Boy Scouts of America.

Registered States:
  • AL
  • FL
  • IN
  • MD
  • MS
  • NC
  • NJ
  • NY
  • SC

Education

  • B.A English/Business; Minor: Spanish, Florida State University

Credentials

  • Chartered Retirement Planning Counselor
201 North New York Ave
Winter Park, FL 32789
  • (407) 872-6329

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Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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