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Brandon Phillips

Wealth Advisor, Director

Charlotte, NC

Work Experience

Joined MAI in 2021 following the acquisition of Queens Oak Advisors, where he had served as a Client Advisor and the Director of Investment Operations since 2009
Served on the Queens Oak investment committee performing research and analysis in addition to trading and monitoring investment portfolios
Brings over 20 years of industry experience primarily working with high-net-worth individuals and families helping them establish, execute and monitor their investment portfolios and financial plans

Life Outside of MAI

Education