Nolan Phillips, APMA®
Advisor, Operations Director
Nolan Phillips, APMA®, is an Advisor and the Operations Director at ClearTrust. With 20 years of experience in the financial services industry, he is dedicated to helping clients identify and achieve their financial goals. As the Operations Director, Nolan has played a key role in developing effective business processes and customized client strategies, while fostering a professional and team-oriented culture.
Before entering the financial services industry, Nolan spent 12 years leading ministry teams around the globe. This unique blend of ministry and financial experience allows him to serve clients and lead staff in achieving defined goals with a caring and personal approach.
Nolan’s mission is to serve clients and lead people with integrity and commitment, providing trusted advice for a clearer future. His primary responsibilities include serving clients, managing their accounts, and overseeing team operations, processes, and compliance.
Clients can always expect integrity and dependability from Nolan. Additionally, he volunteers with his church’s youth group, where he leads a group of 9th-grade boys and teaches in the middle school Sunday school class.
Outside of work, he has been married for 27 years and has three children. He also has one dog and three cats. He is a fan of the University of Alabama athletics and the Nashville Predators hockey team. He enjoys music, going to concerts, and attending musicals. He loves humor and practical jokes, and he tries to bring some fun to the office.