Broker Check

Meet The Phillips Financial Strategies Team

Loren Surmeli

Operations Administrator


Loren is a capable, determined, confident and well-organized administrative assistant with extensive experience in client support. While providing consistent clerical support to your advisor, she remains highly approachable with a...

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William A. Phillips

Principal - Financial Advisor

(202) 681-1161

Welcome to my website! You'll find loads of information in the form of newsletters, articles, calculators, videos, and research reports. Take a look around, and let others know too, if you like what you see. For a COMPLIMENTARY...

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