Harold Philipsen
Principal / Wealth Management Advisor at Bleakley Financial Group - Tidewater | Williamsburg, Virginia, United States
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As a Principal and Wealth Management Advisor at Bleakley Financial Group - Tidewater, Harold Philipsen brings over 15 years of dedicated experience in wealth management, with a particular focus on retirement income planning. His extensive background is complemented by a Master of Science in Financial Services (MSFS) with a concentration in retirement income planning from The American College, equipping him with a robust understanding of the complexities involved in securing financial futures for families.
Harold's approach to financial planning is deeply personal, stemming from his and his wife’s commitment to helping couples navigate the often challenging landscape of financial decision-making. Recognizing that many successful couples struggle to align their financial goals, Harold has made it his mission to foster open communication and collaboration in financial planning. This unique perspective allows him to address the emotional and relational aspects of wealth management, ensuring that his clients not only achieve their financial objectives but also strengthen their partnerships in the process.
At Bleakley Financial Group, Harold leads key projects that involve comprehensive estate planning, investment strategies, and asset management tailored to individual client needs. His expertise in life insurance further enhances his holistic approach, allowing him to create well-rounded financial plans that provide security and peace of mind. By leveraging his skills in financial planning and investment management, Harold empowers families to build and preserve their wealth, ensuring they can enjoy a comfortable retirement while leaving a lasting legacy for future generations.
Principal / Wealth Management Advisor at Bleakley Financial Group - Tidewater in December 2020 to Present
Wealth Management Advisor at Northwestern Mutual Wealth Management Company in October 2015 to December 2020
Managing Director / Wealth Management Advisor at Northwestern Mutual in February 2006 to October 2015
Director of Operations at Shackelford Logistics Corp. in April 2004 to August 2005
Customer Contact Center Manager at MCI WorldCom in October 2001 to March 2004
Service Manager at MCI WorldCom in October 1999 to October 2001
Account Manager at RANDSTAD STAFFING SERVICES in May 1997 to October 1999
International Trade Program Coordinator at COBB CHAMBER OF COMMERCE in August 1995 to January 1997
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Estate Planning
Financial Planning
Investments
Life Insurance
Asset Management
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Discover more about Bleakley Financial Group - TidewaterWhat is Harold Philipsen email address?
Email Harold Philipsen at [email protected]. This email is the most updated Harold Philipsen email found in 2026.
What is Harold Philipsen phone number?
Harold Philipsen phone number is +17576455057.
How to contact Harold Philipsen?
To contact Harold Philipsen send an email to [email protected]. If you want to call Harold Philipsen try calling on +17576455057. (updated on October 30, 2024)
What company does Harold Philipsen work for?
Harold Philipsen works for Bleakley Financial Group - Tidewater
What is Harold Philipsen's role at Bleakley Financial Group - Tidewater?
Harold Philipsen is Principal / Wealth Management Advisor
What industry does Harold Philipsen work in?
Harold Philipsen works in the Financial Services industry.
Harold Philipsen Email Addresses
Harold Philipsen Phone Numbers
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