Phil Singleton

Current

Financial Represenative at John Driscoll & Company Inc.

Past

Qualified Plan Specialists at The Acacia Group
Pharmaceutical Representative at Novartis Pharmacueticals
Owner CEO at Med-EX Medical Supply Company

Senior Professional Representative at GlaxoSmithKline

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Education

Weber State University

Recommended

7 people have recommended Phil

Connections

308 connections

Industry

Financial Services

Websites

Phil Singleton’s Summary

We have been committed to creating a first class financial services firm to address the estate planning goals of individuals, families and businesses.

A team of Financial Representatives and Specialists known for their integrity and professionalism. The firm has grown and evolved, but still exemplifies the same values the founder revered more than five decades ago.

The Living Balance Sheet ® is a registered trademark of The Guardian Life Insurance Company of America, New York, NY. Patent is pending.

Phil Singleton’s Specialties:

Business Continuation Planning, Executive Benefits, Premium Financing Insurance, Qualified and Non-Qualified Retirement Planning,401(k), 412(i), 412(e)(3),IRA, Roth IRA, Buy/ Sell Agreements, Key Person Insurance, Disability Buy/Out, Mutual Funds.

Registered Representative
Park Avenue Securities LLC (PAS)
PAS is a member FINRA, SIPC.
John Driscoll & Company .Inc. is not
affiliated or subsidiaries of PAS.
Phil_Singleton@glic.com

Phil Singleton’s Experience

Financial Represenative

John Driscoll & Company Inc.

(Privately Held; 11-50 employees; Financial Services industry)

October 2004 — Present (4 years 10 months)

Corporate Financial Services

Corporate Risk Management
(Including Insurance Products and Programs)
§ Executive Compensation Programs
§ Business Continuation & Exit Strategies
§ Retirement Income –
Tax Qualified and Non-Tax Qualified Plans
§ Employee Benefits
§ Buy-Sell Agreements

Personal Financial Services

We provides to our Clients the following personal services and options:

§ Wealth Accumulation & Savings Programs
§ College Funding
§ Insurance Planning for Group Health & Dental, Disability Income Insurance* and Life Insurance
§ Retirement Income Programs & Coordination
§ Estate Planning
§ Prosperity Maximization® Process
§ Long Term Care Insurance*

We coordinate our efforts with your existing CPA, Attorney or other Advisors, or we can refer you to Professional Advisors if needed. Wouldn’t it be great to have one firm where everything is tracked and coordinated?
Qualified Plan Specialists

The Acacia Group

(Public Company; 11-50 employees; Financial Services industry)

April 2003 — October 2005 (2 years 7 months)
Pharmaceutical Representative

Novartis Pharmacueticals

(Public Company; 1001-5000 employees; Pharmaceuticals industry)

November 1997 — March 1999 (1 year 5 months)

Pharmaceutica Sales,
Owner CEO

Med-EX Medical Supply Company

(Privately Held; Myself Only; Pharmaceuticals industry)

July 1995 — November 1997 (2 years 5 months)

Exporting medical supplies, pharmaceuticals and nutritional supplements to Indonisia, Netherlands.
Senior Professional Representative

GlaxoSmithKline

(Public Company; 1001-5000 employees; Pharmaceuticals industry)

November 1980 — July 1995 (14 years 9 months)