Daniel Phillips has been Chief Investment Officer of EverSource Wealth Advisors since May 2024, is a control person of the firm and directly owns under 5% of it. Daniel Phillips holds a Bachelor of Science in Economics and Financial Analysis from the University of Alabama at Birmingham.
Eversource Wealth Advisors, LLC is a Birmingham, AL firm with $5.1B under management, 4,338 clients and 76 advisers across 39 offices, as of its September 2026 filing.
Daniel Phillips is Chief Investments Officer of EverSource Wealth Advisors. As CIO, he has served as part of the core team that launched the firm and advises on the development of its middle office services and technology platform. He has worked in the wealth advisory and investment industry since 2012, most recently as a financial planner and portfolio manager for BMSS Wesson Wealth Solutions, and earlier as a trust portfolio manager and investment analyst in the Wealth Services Division of Cadence Bank.
Daniel Phillips’ longest registration is the current one, 6 years at EverSource Wealth Advisors since 2020. Before joining EverSource Wealth Advisors in 2020, Daniel Phillips was registered through BMSS Wesson Wealth Solutions.
- – present · 6 yearsBirmingham, AL · Adviser representative · Firm CRD 286340
- BMSS Wesson Wealth Solutions– · 4 yearsBirmingham, AL · Adviser representative · Firm CRD 282792
Professional designations
Listed by EverSource Wealth Advisors
- Chartered Financial Analyst® (CFA®)
- Certified Financial Planner™ (CFP®)
Investment adviser representative registrations
Daniel Phillips is registered as an investment adviser representative in 2 states. The first approvals date from October 2020; the most recent is Texas, in May 2021.
- AlabamaSince 1 October 2020
- TexasSince 7 May 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 February 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Daniel Tedford Phillips
- CRD
- 6613536
- Firm
- EverSource Wealth Advisors · CRD 286340
- Role
- Chief Investment Officer
- Office
- 3500 Colonnade Parkway, Suite 150, Birmingham, AL 35243
- Registration
- Investment adviser registration
- In the industry since
- April 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- eversourcewealthadvisors.com
Where does Daniel Phillips work?
Daniel Phillips has been Chief Investment Officer of Eversource Wealth Advisors, LLC since May 2024, and is a control person of the firm.
Is Daniel Phillips a financial advisor?
Yes. Daniel Phillips has a current investment-adviser registration in Alabama and Texas, through EverSource Wealth Advisors since October 2020.
How many years of experience does Daniel Phillips have?
Daniel Phillips has 10 years in the financial industry, since April 2016, across 2 adviser firms.
What exams has Daniel Phillips passed?
Daniel Phillips passed the Series 65 in February 2016.
Where did Daniel Phillips work before EverSource Wealth Advisors?
Before EverSource Wealth Advisors, Daniel Phillips was registered through BMSS Wesson Wealth Solutions, April 2016 to October 2020.
Where is Daniel Phillips based?
Daniel Phillips’ registered office is in Birmingham, AL.
Is Daniel Phillips registered with FINRA?
No. Daniel Phillips has no current broker registration.
Is Daniel Phillips a CFP?
EverSource Wealth Advisors lists Daniel Phillips with the CFP credential (“Certified Financial Planner™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Daniel T. Phillips, CFA®, CFP® biography, eversourcewealthadvisors.com
Is Daniel Phillips a CFA charterholder?
EverSource Wealth Advisors lists Daniel Phillips with the CFA credential (“Chartered Financial Analyst® (CFA®)”) on its website. CFA Institute confirms certification status.
Source: Daniel T. Phillips, CFA®, CFP® biography, eversourcewealthadvisors.com
How can I verify Daniel Phillips’ record?
Search CRD 6613536 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Phillips’ full registration record.
