Image of Wealth Management Advisor Phillip Bettis
Image of Wealth Management Advisor Phillip Bettis

Phillip Bettis

Wealth Management Advisor - Iowa City

(866) 842-2977

About Phillip

Backed by almost a decade of experience in the financial services industry, I am a Wealth Management Advisor at TIAA. I help clients work towards their financial goals, such as saving for and living comfortably in retirement. I enjoy getting to know my clients on a professional and personal level to understand what’s important to them. I work with clients to create a financial plan and offer recommendations aligning with their long- and short-term goals. My main area of focus is retirement planning. I earned my bachelor’s degree from Southeast Missouri State University. I live in Iowa City and in my free time, I enjoy scuba diving, golf, traveling, practicing yoga, boating, and fast cars. I also enjoy spending time with friends outdoors, grilling, or smoking meats. A fun fact about myself is that I have been in a major motion picture. I also spend time volunteering at a local animal shelter and homeless shelter.