Angela M. Phillips

MSFS, CFP®
Investment Operations Specialist

Angela began her career in the financial services industry as an intern in 2007, while completing her undergraduate degree. She immediately found a passion and love for helping clients achieve their financial ambitions through supporting advisors. Working in the financial services industry not only fulfills her desire to help others, but also satisfies her thirst for learning and growing both personally and professionally.

Angela holds her B.A. in Mathematics and Statistics from Canisius College in Buffalo, NY. She went on to earn her Masters in Financial Services from The American College, and has also earned the coveted CERTIFIED FINANCIAL PLANNER® professional designation.

Angela lives in Buffalo, NY with her husband and three kids, and enjoys playing softball and spending time with family and friends.