Phillip Currie Jr. 

Senior Vice President, Executive Benefits Consulting

Phillip Currie Jr. 

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About

Phillip L. Currie, Jr. has consulted in the nonqualified retirement plan field for over 30 years. He specializes in designing executive benefit programs that align plan design features with corporate objectives and the implementation of various nonqualified plan funding optimization strategies. Phil currently oversees the management of numerous nonqualified executive benefit programs for his Russel 3000 clients.

Investment advice offered through OneDigital Investment Advisors LLC (“ODIA”).

This individual is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc., member FINRA & SIPC. 130 Springside Drive, Suite 300, Akron, Ohio 44333. 800-765-5201. Valmark Securities, Inc. and ODIA are independent and unaffiliated entities.
Check the background of this investment professional on FINRA’s BrokerCheck.
OneDigital Investment Advisors LLC’s Client Relationship Summary: Form CRS
Valmark Securities Inc.’s Client Relationship Summary: Form CRS