William Phillips

Vice President, Investment Advisor Representative

William is the Vice President and one of the founding partners of Client Focused Advisors. Prior to his career in the financial services industry, William achieved success in Sales and Marketing. He concentrated in the energy sector, Major League Baseball, and in the Capital Market and Money Market Brokerage arena.

William’s extensive experience outside the financial services industry has positioned him well to connect with his clients and to relate with each client’s unique situation. As a Registered Representative, William seeks to provide excellent service that focuses on quality customer contact, identifying his client needs and developing individual financial strategies for his clients’ long-term goals. He employs a holistic approach that addresses the legal, tax and financial needs of families, business owners, executives and professionals. 

William grew up on Long Island and received a Bachelor of Arts Degree from Villanova University. He resides in Long Beach, NY with his wife, Laura, and their daughter, Abigail. William and Laura are deeply involved in the Long Beach community through their church, PTA, little league and AOH society. He also enjoys playing volleyball and golf, listening to music and watching sports.