Investing for the Future
Financial advisor services located at Tucson Old Pueblo Credit Union, through an affiliation with Securities America, Inc., are available to assist members in preparing for the future and securing an investment strategy. Learn more below.
Phil McNulty, CFP®
CERTIFIED FINANCIAL PLANNER™
(520) 918-0340 | Phil.McNulty@SecuritiesAmerica.com
Financial Industry Experience:
In 2010, Phil became an independent financial planner and went into business for himself. He hoped to carry his personal charter to others by helping individuals work towards the future of their dreams. With a wealth of real world experience behind him, Phil understands the impact a sound investment philosophy can have on day-to-day life.
Phil is proud to have been the founding member and first President of Sierra Vista’s first chapter of Business Network International. The Professional Pipeline Chapter of BNI provides an opportunity for owners to grow their businesses by word-of-mouth, referral networking. Phil previously served BNI as a Director Consultant focusing on training new members to become better at giving and receiving referrals.
As a veteran, Phil takes pride in being a member of the Combat Veterans Motorcycle Association Chapter 32-4, an organization dedicated to helping veterans in need all over the country.
Experience in all areas of financial planning including investment services (stocks, bonds, mutual funds), retirement planning, rollover IRAs from deferred compensation plan, annuities, life insurance, living trusts and wills, SEP/SIMPLE/401k plans, fee-based managed accounts. Special emphasis on couples trying to navigate the complex world of investing; not only for themselves, but often with an eye towards legacy goals as well. Phil’s other great passion is helping other small businesses in southern Arizona grow to their potential. He finds great personal reward in working with fellow entrepreneurs and enjoys being a resource for business owners, both new and experienced, who are interested in implementing retirement plans that seek to help them attract and retain the highest quality employees.
Licenses and Certifications
Series 6, 7, and 63 securities registrations; Series 65 advisory registration held through PFG Advisors; and, life and health insurance licenses; CERTIFIED FINANCIAL PLANNER™.
Originally from the East Coast, Phil served his country as a United States Marine for two tours of duty. Following his honorable discharge, he earned a Bachelor’s degree from the University of Memphis and then spent more than a year in Iraq working for the U.S. Army. After returning to the United States, he moved to Sierra Vista to teach Intelligence at Ft. Huachuca. Phil is also currently pursuing a Master’s degree in Financial Planning.
About Securities America
Securities America is an independent broker-dealer with award-winning technology and support staff of over 500 professionals. Securities America is a wholly owned subsidiary of Ladenburg Thalmann Financial Services, Inc., providing equity research, investment banking, trust services and asset management support.
TOPCU partners with Securities America to have financial advisor services available to assist members in developing a personalized investment program. Click here to learn more about Securities America and how they support our local financial advisors here at TOPCU.
To schedule your free no-obligation consultation, give us a call at (520) 881-6262 or stop by any branch location and ask to speak with a financial advisor. You can also contact Phil directly at (520) 918-0340.
Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through PFG Advisors. Tucson Old Pueblo Credit Union, Securities America, and PFG Advisors are separate entities. Securities America and its representatives do not provide tax or legal advice.
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Disclaimer: Securities and insurance products offered by Securities America are not products of TOPCU and are not insured by any federal agency. Investment products are subject to investment risks including possible loss of principal.