Daniel T. Phillips, CFA®, CFP®

Director of Investments

As Director of Investments, Daniel has served as part of the core team that launched EverSource Wealth Advisors. He advises on the development of EverSource’s middle office services and technology platform with a focus on the investment consulting needs and experience of advisors.

Daniel has worked in the wealth advisory and investment industry since 2012, most recently as a financial planner and portfolio manager for BMSS Wesson Wealth Solutions where he was primarily responsible for developing the firm’s evidence-based investing philosophy and strategies. Prior to that, Daniel served on the Trust Investment Committee as a trust portfolio manager and investment analyst in the Wealth Services Division of Cadence Bank.

PROFESSIONAL DESIGNATIONS & AFFILIATIONS

• Chartered Financial Analyst® (CFA®)

• Certified Financial Planner™ (CFP®)

• CFA Institute

• CFA Society of Alabama