Kelly Phillips

Independent Financial Adviser

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Contact Details

(246)843-5561
kelly.phillips@vanillafinancial.com
https://www.linkedin.com/in/
Get in Touch

Primarily works with:

Business owners

Specialist Skills:

Pension Planning
Business Planning
Personal Life Insurance Solutions

Qualifications:

Diploma in Financial Management

Bsc. Social Sciences

Introduction to Life underwriting

Certificate of Proficiency

Memberships:

Barbados Rifle Association
Insurance Institute of Barbados

Bio:

Hi I'm Kelly, a married mother of 4, 3 daughters and 1 son.

I'm also a results-driven executive with over 20 years of experience in Banking, Finance and Insurance.

I started her career at Sagicor Life Inc. As a trusted adviser to many, I believe that putting my clients first and maintaining the utmost level of professionalism is a must.

I'm able to deliver the highest degree of exceptional service to my clients by listening to their needs and working diligently to implement solutions to elevate their concerns.

Outside of work...

My passion project is a community service program that serves the most venerable, namely the elderly and disabled all across Barbados. Providing assistance with food, clothing, housing and engaging the relevant government assistance programs, services and departments. I also enjoy travelling, Ballroom dancing and car racing.