Project Description

513-791-9258
PERSONAL BIO

Jason Phipps

Executive Vice President

Director of Business Development

Jason Phipps joined the 9258 Wealth Management family in late 2020, and serves the company as Executive Vice President, Director of Business Development.

With more than 20 years of professional experience in financial services, Jason brings a background in finance, sales, employee development, mergers and acquisitions, and executive management. He holds a BA in Business Administration from Wilmington College. He is also a graduate of the ABA Graduate School of Banking where he received his Wharton Leadership Certification. Jason’s diverse background includes a range of roles – from owning his own registered investment advisory practice, managing other financial advisors and trust officers, and his most recent role of Executive Vice President and Regional President of Peoples Bank.

No matter the role, Jason always has a passion for the client experience. Top priorities for Jason include helping people capitalize on opportunities, setting and obtaining goals, mitigating risks and fears, and making positive contributions to individuals and communities with whom he works.

Jason volunteers his time coaching several different youth sports teams and serves as a Trustee for the Clinton County Community Improvement Corporation. In his spare time, he enjoys spending time with his wife Carrie and their five children.

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