PAA Leadership
Philip J. Raymond Jr. CLF, CLU, ChFC®
Work Experience:
National Director of Strategic Alliances, Professional Advisors Alliance
President, MarketAccessAdvisors
Senior Vice President, Navigon Financial
Vice President of New Channel Initiatives, Nationwide Financial Network
As National Director of Strategic Alliances, Phil provides comprehensive engagement and implementation support of the CPA alliance marketing program, and is responsible for maintaining marketing support for the program at the CPA firm, local and national levels.
In addition, Phil and his staff provide on-going support as relationship and practice management consultants for financial advisors and CPA partners in conjunction with a team of twenty-five Regional Marketing Directors nationally. In his role, Phil is responsible for program design, updates and structural changes, and manages the program's third party relationships.
Phil brings three decades of marketing experience in the financial services industry, and has built and run distribution organizations in partnership with CPAs, Attorneys, Property and Casualty firms and community banks.
In addition to his professional designations, Phil holds FINRA Series 6, 7, 22, 24, and 65 registrations. He obtained a bachelors degree from Providence College, and a masters in business administration from Western New England College. He is a Vietnam veteran and resides in Kennett Square, Pennsylvania.
Phil is a Registered Representative of Hornor, Townsend & Kent, Inc., a Registered Investment Advisor and Member FINRA/SIPC. PAA is a service mark of HTK.