Wealth Preservation Advisors

  • Todd Phillips

    Wealth Advisor

    Vice President, Co-Owner

Todd Phillips is a co-owner of Wealth Preservation Advisors based in Chattanooga, Tennessee. Todd started his career with Morgan Stanley in 2000 as a Financial Advisor. While with Morgan Stanley, Todd progressed into several management and leadership roles, which brought him and his family to Chattanooga where he was the Morgan Stanley Branch Manager for seven years. In 2013, Todd left his role with Morgan Stanley in order to start Wealth Preservation Advisors. Todd is a graduate of The University of Mississippi with a Bachelor of Science in Managerial Finance. He has served as an Arbitrator for FINRA since 2004 and has held numerous licenses and registrations within the financial services industry. Currently, he is the President of Manker Patten Tennis Club, Finance Chairman for the non-profit Chattanooga Cares, and President of the Signal Mountain Youth Athletic Association. A resident of Signal Mountain, Tennessee, Todd is married to Cory and has four sons: Jackson, Cole, Tate, and Harrison.