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Rick Phillips
Rick Phillips is a registered investment advisor with Evesham Capital Management in Mt. Laurel, New Jersey. Phillips holds the N.A.S.D. Series 7, 24, 63 and 65 investment licenses as well as state life insurance licensing for both New Jersey and Pennsylvania.
Phillips has worked in the investment field for more than 14 years. Beginning his career at Paine Webber, Phillips was immediately responsible for the management of large equity performance oriented portfolios for personal and nonprofit organizations.
In 1991, Phillips accepted a position with Prudential Securities. It was here where he advised high net worth clients in matters of complex estate planning and innovative techniques for tax-favored investing.
In 1995, Phillips founded Evesham Capital Management which currently serves as a registered investment advisory firm for individuals, businesses, and nonprofit corporations.
Phillips is a television financial expert on NBC Channel 10 and a guest lecturer at Burlington County College in southern New Jersey.
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