Broker Check
Matt Phillips

Matt earned a Bachelor’s degree in economics from the University of Arizona. After spending 8 years at Charles Schwab & Co., Inc., he joined Watermark to expand upon ways he can better serve his clients. Matt has a passion for the markets, and building long, loyal relationships with his clients. Pride and integrity are Matt’s strengths, which drives the relationship, helping each client reach their individual goals.

Matt is a native of Phoenix, Arizona where he met and was recently engaged to his beautiful fiancé, Kacey. Matt enjoys spending time with Kacey, family, and friends.

Matt holds the FINRA Security Registration Series 63 (Uniform Securities Agent State Law), 66 (Uniform Combined State Law), 7 (General Securities) licenses, and Life and Health Insurance Registration.