Broker Check

Phillips Wealth Management


Mark Phillips has achieved a rewarding career in financial services by putting his clients' interests first and providing exceptional personal service.

His two decades of experience as a financial advisor - throughout major market cycles - have taught him how to advise his clients to understand the risks and rewards of investing.

When serving clients, Mark draws on the communications and leadership skills he developed at some of the well-known names on Wall Street. He started his financial services career in 1987 as a Financial Consultant with Paine Webber. He moved his financial practice to Smith Barney and advanced during his 10-year tenure to become a First Vice President - Investments. He also spent several years at UBS Financial Services before he helped establish the investment FPL Financial Strategies in 2007. Most recently, he established his own firm, Phillips Wealth Management, LLC.

In addition to applicable securities registrations and insurance licenses, he holds his bachelor's degree in business administration and marketing from Kent State University.

An active member of Sycamore Creek Church, Mark is the director of small group ministry and a teacher on Sunday mornings. He is a member of the Christian Marketing Network. He is the President of the Board of Directors at Our Fathers Project an inner city ministry serving Columbus, OH. He is a past president of the Evangel Christian Academy Athletic Booster Club, a former volunteer Pickerington High School Tigers football coach, and was active with the Pickerington Youth Athletic Association. Mark and his wife Jan have two children: a son, AJ, who works with Mark at Phillips Wealth Management, LLC and a daughter, Jennie, who is a recent graduate of Capital University.

He enjoys playing softball and the occasional round of golf and traveling to Florida theme parks.