Broker Check
J. Philip Steele

J. Philip Steele

Financial Advisor

After accumulating over 33 years of experience in the brokerage industry, Phil joined Waddell & Reed, Inc. in May of 2011. As a Financial Advisor, Phil works with clients to first identify their financial needs and analyze their risk tolerance. Following a thorough analysis, together they develop a plan for pursuing the client’s personal and financial goals, both for the short and long-term.

Phil’s background enables him not only to analyze trends, but also to understand the psychology involved with investing in today’s market. Using this learning curve, Phil assesses risk in the market with a holistic approach, allowing him to distinguish personalized tactics for his clients.

With his wealth of experience and financial aptitude, Phil offers his clients the potential to make an impact on their future through financial planning and investment management. Phil offers a range of services for individuals wishing to start planning for their future or to build on their already existing financial strategies.

Phil is a graduate of the University of Mississippi, having earning a Bachelor’s in Political Science. He and his wife of over 27 years, Alva, currently live in Memphis and are the proud parents of their daughter, Lauren. During his free time, Phil is an avid racquetball player and a devoted reader.

 

Waddell & Reed is not affiliated with any other entities referenced herein.  07/18

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