Eric S. Phillips

Director of Advanced Planning

Eric joined CFG in 2013 with more than 25 years of diversified financial services experience including more than 9 years in the financial planning and wealth management areas. He holds the General Securities Representative (FINRA Series 7) license and is a Certified Financial Planner™ professional.

Over his career Eric has served in many capacities for several mutual fund companies, two brokerage firms, an insurance company and a Registered Investment Advisor all in the Greater Boston area.

He has volunteered as a coach for the Framingham United Soccer Club for the last 5 years and is an Eagle Scout mentor for Boy Scout Troop 78. His hobbies include DIY projects, playing guitar and occasionally stopping by the gym. Eric, his wife Gail and son Zach live in Framingham, MA.

Contact Us

62 Walnut Street
Wellesley, MA 02481
Phone: 781.237.0123
Fax: 781.237.1696

Capital Formation Group, Inc.