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Greg Phillips - Email & Phone Number

Corporate Retirement Plan Specialist & Private Wealth Advisor at Twelve Points Wealth Management

Greg Phillips is based out of Greater Boston and works at Twelve Points Wealth Management as Corporate Retirement Plan Specialist & Private Wealth Advisor .

Greg Phillips's Contact Information

Greg Phillips's Work email
g*****@twelve***.com
Valid
Latest update
September 19, 2025
Location
Greater Boston

Greg's current employer

Twelve Points Wealth Management logo

Twelve Points Wealth Management

Description
Twelve Points Wealth Management is here to help you find your financial freedom and security with a team that is built on integrity and t...
HQ Location
Concord, MA, United States
Number of employees
11-50
Industry
Financial Services
Latest update
April 30, 2024

Frequent questions about Greg Phillips

What company is Greg Phillips working for?
Greg Phillips works for Twelve Points Wealth Management.
What is Greg Phillips's function at Twelve Points Wealth Management?
Greg Phillips is Corporate Retirement Plan Specialist & Private Wealth Advisor at Twelve Points Wealth Management.
Where is Greg Phillips based?
Greg Phillips is based out of Greater Boston.
What is Greg Phillips's work email address?
Greg Phillips's professional email address is g*****@twelve***.com
Who are Greg Phillips's co-workers?
Greg Phillips's colleagues are Dave Clayman, Francesca Federico, Igor Tiguy, Deborah Cartisser, Jonathan Kondracki, Rebecca Cloutier, Chris Cahill, Joey Belsanti, John Gentry, Terri Defina, Kimberly Winkle, Manny Frangiadakis, Andrew McGill, Barbara Maietta.
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Greg's co-workers

Dave Clayman avatar
Dave Clayman
Co-Founder and CEO, Wealth Manager
Francesca Federico avatar
Francesca Federico
Co-Founder & President, Wealth Advisor
Igor Tiguy avatar
Igor Tiguy
Director, Planning Services & Co-CIO
Deborah Cartisser avatar
Deborah Cartisser
Wealth Advisor, Chief Operating Officer
Jonathan Kondracki avatar
Jonathan Kondracki
Business Consultant
Rebecca Cloutier avatar
Rebecca Cloutier
Relationship Manager
Chris Cahill avatar
Chris Cahill
Partner and Principal in the Family Office division
Joey Belsanti avatar
Joey Belsanti
Wealth Management Intern
John Gentry avatar
John Gentry
Institutional Retirement Relationship Manager & Financial Wellness Specialist
Terri Defina avatar
Terri Defina
Financial Controller
Kimberly Winkle avatar
Kimberly Winkle
Chief Compliance Officer
Manny Frangiadakis avatar
Manny Frangiadakis
Principal
Andrew McGill avatar
Andrew McGill
Financial Advisor
Barbara Maietta avatar
Barbara Maietta
Financial Planner
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