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 

  • Youth basketball coach for Lee Park Church and Piedmont Recreation Association



  • University of North Carolina at Chapel Hill, BA in Economics

We look forward to learning about your financial goals.