Phillip Currie Jr. 

Senior Vice President, OneDigital Retirement + Wealth

30 years of experience

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.

Securities offered through ValMark Securities, Inc. Member FINRA/SIPC. Investment Advisory Services offered through ValMark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Dr., Akron OH 44333. 800-765-5201. OneDigital is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Latest News & Updates from Phillip Currie Jr.  and Team

About Overland Park, KS (Retirement + Wealth) Team

With advisor teams around the country, we offer a comprehensive solution focused on tailoring retirement plans, wealth management conversations and financial wellness programs to meet the needs of your organization and employees.

Investment advice is offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. Please note the other companies referenced on this website are separate entities from OneDigital Investment Advisors and are not authorized to provide, and do not provide, investment advisory or securities brokerage services.

 

4860 College Blvd, Overland Park, KS, USA | (913)338-5300 | Get Directions | View Team Details