Sam Phillips, Financial Advisor

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • New Investors
  • College Savings
  • Portfolio Reviews

About Sam

As an Edward Jones financial advisor, I want to assist you with meeting your specific financial needs. Getting to know you, and understanding what is important to you, helps me develop a strategy to help achieve your financial goals.

I began working at Edward Jones in February of 2017. Prior to Edward Jones, I spent several years in the real estate industry and teaching and coaching in the Rockingham County School System. Helping people meet goals has always been a part of my work life. Working at Edward Jones affords me the opportunity to continue in this same path.

Partnering with a...

Work History

  • Edward JonesFebruary 2017 to Current

Education

  • Elon CollegeBachelor of Science

Personal Interests

  • Basketball
  • Coaching Sports
  • Art & Theater
  • Farming
  • History and Museums

Team Members

  • Teresa Case
    Branch Office Administrator
  • Cara Zapata
    Branch Office Administrator

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