Phillip Sprague in

Phillip Sprague

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Senior Director - Investments at Oppenheimer & Co. Inc.
📍 St Louis, Missouri, United States

Phillip Sprague is an Executive Director of Investments at Oppenheimer & Co. Inc. in St. Louis, specializing in comprehensive wealth management for high-net-worth clients, families, and businesses. He leverages his Finance degree from the University of Missouri-Columbia to deliver holistic, goals-based strategies.

He operates as a true collaborator and steward of his clients capital.

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Experience
37 Years
Current Role
Senior Director - Investments
Job Level
Senior
Location
St Louis, Missouri, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Phillip cares about

Private Wealth Management
His career focus involves creating comprehensive financial strategies for high-net-worth individuals, families, and businesses.
Holistic Financial Planning
He emphasizes a goals-based approach, listening to client needs to ensure strategies match objectives and risk tolerance.
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Career

Work history

5-2005
Senior Director - Investments
Oppenheimer & Co. Inc.
4-1988 - 3-2005
Financial Advisor
Merrill Lynch
In the press

Media appearances

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Education
Finance
University of Missouri-Columbia
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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