Starting With The Destination In Mind
by Philip Spillane
About The Book:
In Starting with the Destination In Mind, you’ll learn how to create
personal wealth, discover how easy it is to implement a financial plan; this is
a simple guide to help achieve your biggest dreams, and create a legacy for your
Returning to Vermont in 2000, Phil became a
partner at Bell Financial Services; later renamed Bell Wealth Management. In
2010, he became sole Principal of the firm, which was originally established in
1961. Phil concentrates on Financial Planning and Investment Strategy
implementation for successful individuals and business owners.
A scholar athlete at the University of Vermont, Phil earned a BA in Business
Administration (1980), and later earned a MBA from Suffolk University,
graduating first in his class. He is a member of Beta Gamma Sigma, the
collegiate schools of business honor society.
Holding the professional designation of Certified Financial Planner™
Professional, he is also a Registered Representative and General Securities
Principal with Cambridge Investment Research, Inc.; additionally, he is an
Investment Advisory Representative (IAR) with Cambridge Investment Research
Advisors, a Federally Registered Investment Advisor. Phil holds Series 7, 24,
and 66 licenses.
Phil and his wife are the parents of two children and they are active outdoor
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