Basic Information
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Company
LPL Financial Advisors -
Phone
6366759896 -
Email
phillip.wight@stltoprides.com -
Mobile phone
636-675-9896 -
Describe How You Would Like To Be Introduced Via Email
I like to be introduced in email as a well connected financial advisor. I like people to share the other persons complete contact to include their phone number to save time. -
What is your "why"? Why do you do what you do?
I do what I do because I love to help people and build their business. It is making an impact in those around me and the community where I live. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Are there parts of your life that you have put on hold because you are just too busy with family and work?
Do do tax prep or tax strategy. What has been your best tax strategy for you?
Do you feel that you have a good plan for your retirement? -
Unique Selling Proposition
I am a mentor, coach and a partner that guides my clients to achieve a better position in their lives. I am heavily connected within the community so i can bring value to my clients and their businesses. -
About me
Airborne INfantry Veteran, heavily involved in charities, car shows and music. Involved with horse, dog and veteran charities. Getting into Pickleball. Have a farm out in Eolia Mo where I enjoy the outdoors. -
Profession
Investment Advisor -
Title
Financial Planner -
Hobbies and interest
Painting and creative writing. Outdoors, camping and hiking. Working out and Pickleball. Gardening and pollinators.
Education
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College / University
University of Missouri St Louis MBA -
Graduation Year
1999