Brandon C. Phillips,ﾠCFP®
Senior Wealth Advisor &
Senior Portfolio Manager
Located in RiverPoint’s Indianapolis office, Brandon is a senior wealth advisor and portfolio manager. In his role, he develops and implements customized investment management and financial planning strategies for individuals, foundations and endowments.
Prior to joining RiverPoint, Brandon was a partner at Watermark Wealth Management, a registered investment advisor providing comprehensive financial planning services to privately held businesses and their shareholders. Brandon has over 15 years of experience in the financial services industry, primarily focused in strategic goal-based financial planning and investment and risk management.
Brandon graduated from Indiana University with a Bachelor of Arts in Finance. He is a CERTIFIED FINANCIAL PLANNER™ professional. Brandon previously served terms as the president, vice president and treasurer of the Park Tudor Preparatory School Alumni Association. He currently serves on the Park Tudor Annual Fund committee and has dedicated his time and resources to Riley Children’s Hospital, The Leukemia & Lymphoma Society and Bradford Woods.