92 Bowery St., NY 10013

+1 800 123 456 789

F.J. Phillips

Board Chair
F.J. Phillips is a Certified Financial Planner (CFP) and Senior Vice President – Wealth Management Advisor at Merrill Lynch, where he has worked since 1997 assisting families and individuals with strategies to preserve their assets and income throughout their lifetimes, while building a legacy of purpose and impact for future generations. He graduated from Iowa State University with a bachelor degree in Finance and obtained his Financial Planning Certification from DePaul University.
F.J. has been a team leader for the Food for Friends program since 2012 and a board member of Care for Friends since 2014. He has also been an active youth leader and is currently Jr. Warden on the Vestry at The Church of the Holy Comforter. F.J. and his wife Carrie, reside in Wilmette with their sons Everett and George.