Jeffrey Phillips has joined Rehmann’s Vero Beach, Fla., office as a principal. Phillips is the chief investment officer for Rehmann Financial, the financial advisory branch of the firm. He has been with the firm since 2000, providing financial planning services to high-net-worth clients and corporate executives in Troy, Mich.
Phillips focuses on estate planning strategies, education funding, asset allocation structures, corporate benefit plans and not-for-profit entities.
Rehmann is a business consulting and wealth management firm with nearly 800 associates in 19 offices throughout the U.S.
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