
Phillip Pickett
May 2003 - Present Phil is a partner with EBS and has 20 years of experience working with financial... | 2900 Highway 280 South, Birmingham, United States
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Phillip Pickett’s Location 2900 Highway 280 South, Birmingham, United States
Phillip Pickett’s Expertise May 2003 - Present Phil is a partner with EBS and has 20 years of experience working with financial institutions and corporations across the country on the design, implementation and administration of Bank Owned Life Insurance (BOLI) and Corporate Owned Life Insurance (COLI) programs. Phil has significant experience working with banks to optimize their existing BOLI portfolios including review and consultation on separate account BOLI and stable value wrap agreements. Phil also assists companies with the design and implementation of Nonqualified Executive Benefit Plans and Deferred Compensation Plans to help companies attract, retain and reward their talent. Phil is a CPA (inactive) and a member of the American Institute of Certified Public Accountants (AICPA), the National Association of Insurance and Financial Advisors (NAIFA), and the Million Dollar Round Table (Top of the Table). He is also an Ambassador of Finseca (formerly the Association for Advanced Life Underwriting (AALU)) and a former member of AALU’s Nonqualified Plans committee. Phil was a tax manager for an international accounting firm prior to joining EBS in 2003. During his ten years in public accounting, Phil specialized in tax consulting and implementation services for a variety of corporate clients, executives and high-wealth individuals. Phil serves on the board of Mitchell’s Place, a facility that provides early learning and therapeutic services for children affected by autism. He is also on the Development Committee for the Ronald McDonald House Charities of Alabama (RMHCA).
Phillip Pickett’s Current Industry Northwestern Mutual
Phillip
Pickett’s Prior Industry
Arthur Andersen
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Deloitte
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Ebs Strategies
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Northwestern Mutual
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Work Experience

Northwestern Mutual
Financial Advisor
Thu May 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Ebs Strategies
Member
Wed Jan 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Deloitte
Tax Manager
Mon Apr 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu May 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time)
Arthur Andersen
Tax Manager
Sat Jan 01 1994 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time)