Eddie Phillips

Eddie Phillips

Strategic Client Advisor

ephillips@heritagewealth.net

Eddie Phillips is a Strategic Client Advisor with Heritage. As a Strategic Client Advisor, he is responsible for the coordination of investment managementfinancial planning, and tax services for clients, and providing strategic business advice to owners of private companies.  Eddie serves on the Investment Policy Committee.

Eddie’s career has revolved around providing commercial banking services and advice to owners and executives of mid-sized businesses with particular focus on complex situations such as mergers and acquisitions, restructurings, recapitalizations and growth.  He served in various senior roles over nine years at Xenith Bank, including head of commercial banking, and was a member of the founding team. Prior to Xenith, he spent eighteen years with large banks in commercial relationship management and credit roles.  Eddie is an active mentor to founders of early stage companies through Startup Virginia and Lighthouse Labs.

Eddie earned his Bachelor of Business Administration degree with a concentration in Finance from the College of William & Mary, and his Master of Business Administration degree with high distinction from The University of Michigan’s Ross School of Business.