Philip Jupp, Financial Services Professional with Nylife Securities LLC

Philip Jupp, Financial Services Professional with Nylife Securities LLC Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am not licensed in all jurisdictions. CA ins lic #4151925.

Financial Advisor at Main View Wealth LLC offering investment advisory services through Eagle Strategies LLC helping business owners successfully navigate business and wealth transfer I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime inco

me strategies. In addition to a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Neither Main View Wealth LLC, nor New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Main View Wealth LLC is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Registered Branch Address
14819 Ballantyne Village Way, Suite 1100
Panorama Tower
Charlotte, NC 28277
Phone: (704) 371-8500

Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is...
06/11/2026

Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is going—especially when you're the only one keeping an eye on it.

I came across this genuinely useful roundup of the best budgeting apps for families. It breaks down which ones let multiple people share access, set goals together, and keep kids in the loop too.

Worth a read if summer expenses are starting to feel like a lot to manage:

https://bit.ly/3SzXynH

And if it gets you thinking about your bigger financial picture, send me a message. I'm always happy to talk.

Article is for informational purposes only. New York Life does not endorse any specific app.

June is Annuity Awareness Month, a great time to rethink your retirement income strategy.Retirement today can be active,...
06/10/2026

June is Annuity Awareness Month, a great time to rethink your retirement income strategy.

Retirement today can be active, fulfilling and longer than ever. A 65-year-old today could live 20 to 30 more years. That makes having a smart income strategy essential.

Retirement income solutions may help address goals such as:

• Cover essential expenses more predictably
• Worry less about outliving your savings
• Stay resilient through market shifts

Your retirement is unique. Your income strategy should be, too. Let's connect and build an income plan that fits your goals.

Debt relief can feel like the answer when bills are piling up, but it comes with a cost. Depending on the route you take...
05/28/2026

Debt relief can feel like the answer when bills are piling up, but it comes with a cost. Depending on the route you take, your credit score could drop significantly. This article from CNBC breaks down what each option actually does to your credit and how long the damage lasts:

https://cnb.cx/3Q7rsyU

Do you know someone who would like to work with a Financial Professional on their financial goals? I'd love to connect and talk through how I can support them.


The article is provided for informational purposes only. Any actions you take regarding debt repayment and credit cards are made at your own discretion. Paying off debt, opening or closing credit cards, or changing your credit utilization may impact your credit score and profile. There is no guarantee of specific outcomes related to credit score changes.

Financial security isn't only about making the right moves, it's about avoiding the wrong ones too. This National Consum...
05/27/2026

Financial security isn't only about making the right moves, it's about avoiding the wrong ones too. This National Consumer Protection Week, connect with me to learn some of the best ways to spot, avoid, and report scams that can affect your financial well-being.

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.We ar...
05/25/2026

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.
We are grateful for their sacrifice and hold their families in our thoughts today.

A happy, healthy family starts with balance—physically, mentally, emotionally, and financially. This month, take time to...
05/19/2026

A happy, healthy family starts with balance—physically, mentally, emotionally, and financially. This month, take time to focus on what truly matters: well-being for every member of your family.

Benefits and pitfalls of buy-sell agreements every advisor should knowBusiness entities come in all shapes and sizes, bu...
05/15/2026

Benefits and pitfalls of buy-sell agreements every advisor should know
Business entities come in all shapes and sizes, but no matter the type, each one should have a buy-sell agreement in place. This important tool helps business owners effect a smooth transition in the event of death, disability, retirement, or other circumstance that triggers a change in ownership. Read this article by Rimon, PC estate planning attorney Patricia Annino to learn about the benefits and pitfalls of buy-sell agreements, and then let’s look at how you can help your clients better protect their businesses.
https://bit.ly/4uakBn5

Half the year is gone—how’s your financial strategy holding up? Now’s the perfect time to review your goals, adjust your...
05/13/2026

Half the year is gone—how’s your financial strategy holding up? Now’s the perfect time to review your goals, adjust your strategy, and stay on track. Let’s check in and plan ahead.

We all want to help create the best future for the children in our lives. Let's talk about how to reach your college sav...
05/11/2026

We all want to help create the best future for the children in our lives. Let's talk about how to reach your college savings goals. Together, we can lay a strong foundation for the future.

As markets shift and goals change, ask yourself these 5 questions to help keep your financial plan focused on what matte...
05/08/2026

As markets shift and goals change, ask yourself these 5 questions to help keep your financial plan focused on what matters most to you.
https://bcove.video/49yjR0F

Address

14819 Ballantyne Village Way, Suite 1100
Charlotte, NC
28277

Telephone

+19802989482

Website

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