Greg Phillips

AIF®, CPFA®, C(k)P®

Retirement Plan Consultant, Education & Investments, Associate Wealth Advisor

What is so intriguing about the financial services field is being able to see the first-hand impact that you can have on individual’s financial well-being, retirement readiness, and, in turn, their happiness and comfort. At Twelve Points, this impact is built through family oriented relationships and friendships, two things that I value dearly in my life.

Growing up in Northeastern Connecticut, Greg had a business inclination since youth. Starting with an elementary school bakery “business” graduating to awards in stock simulation contests- Greg’s interest in the commerce has long been strong. Greg went on to attend URI’s College of Business Administration majoring in Finance with an English minor. During his time at URI, Greg was accepted into the RAM Fund, where he fostered his passion for finance through investment analysis and portfolio diversification.

Greg began his professional finance career in 2014 as Advising Intern for Ameriprise Financial where he gained industry exposure and witnessed this industry’s “positive impact on clients financial well-being, retirement readiness, and comfort”. The following year Greg interned at Twelve Points where his excitement for the industry was affirmed by the Twelve Points Impact- “built through family oriented relationships and friendships”, two guiding principles in his own life.

Here at Twelve Points Greg assists in the Retirement Advisor operations, monitoring investments and 401(k) analyses, while designing and implementing the procedures and processes for managing 401(k) relationships with plan participants and sponsors. Greg has a series 65 license and is pursuing AIF® and CFP® designation and certification.

Greg enjoys spending time with friends and loved ones, especially his two nephews. Greg spends his time away from work watching sports, skiing, traveling, staying active outdoors and officiating AAU basketball games as an IAABO Board 35 certified referee.

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