Biography
Jackie Philips is an International Investment Associate at Cross Border Wealth’s soon to open office in Bangkok, Thailand, specializing in helping U.S.-connected global individuals navigate the challenges of cross-border financial planning.
She brings over more than a decade of experience in wealth management, financial planning, and client relationship management, having worked at leading financial institutions including Edward Jones, Fidelity Investments and Morgan Stanley.
Jackie holds a Master’s in Global Management from the Thunderbird School of Global Management and a Bachelor’s from the University of Arizona. She currently has her Financial Paraplanner Qualified Professional (FPQP®) designation, and previously held the FINRA Series 7 and Series 66 licenses.
Outside of work, Jackie volunteers her time for non-profit organizations, serving on boards and leadership roles that support education and community initiatives.
International Investment Associate,
Cross Border Wealth
Business Office Administrator,
Edward Jones
Bookkeeper,
Tomlinson Financial Group
Financial Representative,
Fidelity Investments
Financial Advisor Associate,
Morgan Stanley
Client Service Associate,
Morgan Stanley
Wealth Advisor Associate,
Morgan Stanley
New Business Development,
Tyler Reinforcing, LLC
Sales Specialist & Branch Administrator,
Harris Rebar
Executive Assistant & Transitional Payroll Specialist,
UMass Medical School
Executive Administrative Assistant,
Nemucore Medical Innovations
Sales & Bid Coordinator,
Harris Rebar
Master's Degree in
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Financial Paraplanner Qualified
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