About Our Firm
Anders Retirement & Investment Advisors is an independent financial advisory firm serving clients throughout Florida. We have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.
Jerry Philips
Office Manager
Jerry Philips is the New Smyrna Beach office’s Office Manager. He manages the New Smyrna office and processes new business paperwork. He has obtained his 2-15 license for Annuity, Life, and Health Insurance. Jerry has been working with Dave for over 5 years.
Jerry resides in New Smyrna Beach with his wife, Kelly. They have been married since 2002. Jerry has three children: twins, Paige and Payton, and their older brother, Bryce. In his free time, Jerry is an avid surfer who enjoys going to the beach and spending time with his family.
Jerry can be reached at JerryP@andersfinancialgroup.com.
Free Retirement Planning Kit
This helpful retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your name and email address below to request your free copy.