Greg Phillps

Greg Phillps

INFINEX Financial Consultant

Greg Phillips specializes in working with local business owners to help them set and achieve their financial goals. 

Greg brings a unique perspective to his role as a Financial Consultant with INFINEX INVESTMENTS, INC., as part of the Wealth Management Team.  Through his experience as a Vice President of First National Bank of Scotia, with more than 20 years of banking experience, he is able to guide his clients in their investment decisions    Most of his time with the Bank has been spent working with entrepreneurs as part of the Commercial Loan Department, where he continues to serve in his primary role as a Commercial Loan Officer.

An active member of the local community, Greg is a graduate of the Saratoga County Chamber’s Leadership Saratoga program, which trains area professionals to serve in volunteer leadership capacities. His charity of choice is the Center for Disability Services, where he volunteers his time to assist with fundraising.

Greg is a graduate of Scotia Glenville High School and Fairleigh Dickinson University.

He lives in Scotia, where he enjoys spending time with his wife and five sons.

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC.  First Scotia Wealth Management is a trade name of the bank. INFINEX and the bank are not affiliated. Products and services made available through INFINEX are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.  First National Bank of Scotia is independent of INFINEX Investments, Inc.

                    

 

Phone 518-588-2805