New York Life Securities Presents a lunch and learn on the swiss army knife of financial tools

Hello! My name is Joshua Phillips and I was raised in Wilson, NC. I graduated from UNC Chapel Hill this past May and have recently started working at New York Life. I moved back to Wilson in August and recently joined the Chamber of Commerce. I am passionate about what I do and want to host this Lunch and Learn to share with you the valuable services provided at New York Life. 

My colleague, John Crowell,  will also be in attendance to assist with the presentation. John has been with New York Life for nearly five years and has been a tremendous asset to me and my business development.

Please take a moment to fill out the RSVP form at the bottom of the page. You will be able to specify any dietary restrictions on the form as well. I can't wait to see everyone there!

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