Kevin Phillips (CFP®)
Kevin Phillips focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Divorce Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Business Owners
- Corporate Executives
- Divorce Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
Planning Specialties
Kevin is a financial advisor in Savant’s Naperville, IL, office and a member of the Advisory Team. He is responsible for managing all aspects of the financial planning and investment process for Savant’s clients. He regularly meets with clients, other advisors, portfolio managers, accountants, attorneys, and financial planners to formulate and coordinate effective planning, investment, and tax strategies.
Additional Information
Kevin has been involved in the financial services industry since 2005. Prior to joining Savant, he was a senior financial advisor with an Illinois based wealth management and financial planning firm. There, he was a member of the firm’s financial planning team and specialized in the development and implementation of wealth management strategies for his clients. In addition, Kevin’s experience includes trading listed equities on the New York and NASDAQ stock exchanges for a firm based in Chicago. There he was a partner, senior equity trader, and trainer and was responsible for managing a team of traders.
Kevin serves as a director on the board and past treasurer of the St. Charles Education Foundation and as an elected trustee of the board for the DuPage Foundation and chair of its investment committee. He is a past board member of the Suburban Chicago Planned Giving Council. Kevin is an active member of the Ann & Robert H. Lurie Children’s Hospital of Chicago Legacy Partners Council, the DuPage Foundation Next Generation Initiative, and the DuPage Estate Planning Council. He was recognized by the Kane County Chronicle as a 2017 “Best Under 40” recipient, an award given to Kane County professionals under the age of 40 who have made significant contributions to their profession, company, and community.
Kevin lives in St. Charles, IL with his wife Jennifer and their four children, Tyler, Emma, Anna, and Michael. During his free time, he enjoys coaching his children in their extracurricular activities, golfing, fishing, and traveling.
NAPFA Start Date
August 20, 2015
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