Michelle Phillips has been with Oxford Wealth Advisors since October of 2010. She has over 27 years of investment experience in the Brokerage Industry. She is a mother of 4 children ages 34, 32, 18, and 16. She has served as a Board Member for S.A.F.E. House, and she currently volunteers at Birthright of Rio Rancho and Special Olympics of NM.
Michelle is one of our Investment Advisor Representative registered with Horter Investment Management, LLC. She holds her Life, Health and Variable Insurance license in the state of New Mexico. Please be advised that presently, Michelle Phillips holds Series 7 and 63 licenses in New Mexico, Colorado and Arizona and has passed her series 65 exam. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Michelle Phillips before proceeding further.
Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Oxford Wealth Advisors, LLC. Securities transactions for Horter Investment Management clients are placed through TCA by E*TRADE, TD Ameritrade and Nationwide Advisory Solutions. Your investment advisor may recommend third-party money managers who utilize investment strategies designed to minimize portfolio volatility and reduce the risk of declines in account values. Like any other investment strategy, this approach entails risks, including the risk that client accounts can still lose value and the risk that a defensive position may, at any given point in time, prevent client accounts from appreciating in value.
Oxford Wealth Advisors, LLC (OWA) and Insurance Network, Inc. (INI) are independent of Horter Investment Management, LLC (HIM).