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About
John Phillips V, CFA, CFP®, is Chief Investment Officer, Wealth Advisor, and Founding Member at Red Door Wealth Management in Memphis, Tennessee. He leads the firm's investment committee and advisory board, where he shapes strategic efforts to refine investment models and comprehensive financial plans for clients. John is responsible for overseeing the firm's portfolio management, investment research, and client asset allocation, with expertise spanning financial planning, investment management, and retirement planning.
He is particularly focused on broad asset allocation across equities, fixed income, and alternative investments, tailoring strategies for high-net-worth individuals and families in the Memphis region. As a Founding Member, he has helped build Red Door Wealth Management's reputation for customized portfolio design, risk management, and holistic financial strategies, serving sectors including investment advisory, retirement planning, estate planning, and employee benefits.
John began his investment career as a Financial Advisor and Investment Analyst at Waddell & Associates before co-founding Red Door Wealth Management in 2010. A native of Memphis, he graduated from the University of Virginia and holds both the Chartered Financial Analyst (CFA) and Certified Financial Planner™ (CFP®) designations, reflecting his commitment to professional excellence and fiduciary standards in the wealth management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Red Door Wealth Management | Chief Investment Officer | Mar 2010 to Present | Red Door Wealth Management simplifies the complexities of the financial world by providing personal, comprehensive asset management services to individuals, families and privately held businesses. The... |
| Waddell & Associates | Financial Advisor and Investment Analyst | Jan 2007 to Jan 2010 | — |
Education
University of Virginia
Bachelor’s Degree
Skills & Expertise
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