About Us

Adam Phillips

Financial Consultant
Phone: (716) 626-2506
Fax: (716) 631-4764

Adam Phillips grew up in the small town of Panama, New York, where he grew close with everyone in the tight knit community. With two great examples of successful business people in his parents, Adam decided early on that he wanted to do something in business.

Adam attended Jamestown Community College to acquire his Associates degree in Business Administration. It was here that he developed an interest in finance and went on to obtain his Bachelor’s degree in Accounting from The State University of New York at Fredonia. Throughout his college career, Adam worked at The Watermark and Landmark Restaurants, where he also helped in the areas he knows best, as a financial intern.

After graduating, he took his unique caring nature into consideration as he looked for a career that would reward him with the opportunity to help others. Adam has found this in his career as Financial Advisor; he truly enjoys helping others reach and exceed their financial goals.

 

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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