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Phillip Friedman- SQ Headshot

Phillip Friedman

Series 7, Series 66

Associate Director, Wealth Advisor

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About Phillip

Phillip Friedman enjoys helping his clients solve complicated dilemmas. He says there’s often no right or wrong answer when making financial decisions. Rather, it requires understanding personal goals, family history, and interests. He combines those inputs with extensive thought and data-backed analysis to make strong decisions. 

Phillip’s fact-based approach to financial planning makes complicated situations manageable and less emotional. 

He specializes in Wealth Management, Financial Planning, and Retirement Planning and has his Series 7 & 66.

He holds a B.A. in General Studies, History from the University of Kansas with a Minor in Business and a Certificate of Financial Planning from the University of Akron. 


Accreditation & Education

University of Kansas- B.A. in General Studies, History with a Minor in Business

University of Akron- Certificate of Financial Planning


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In his free time, he enjoys golf, travel, and spending time with family. He lives in Shaker Heights, Ohio. 

contact your financial planning specialist

Phillip Friedman,

Series 7, Series 66

Associate Director, Wealth Advisor