Phillip Held, CLU
Financial Services Professional
Phillip brings over 18 years of long-term planning experience to McDermid Financial
Group. Phillip currently resides in Clarence Center, NY, where he lives with his wife
Michelle and their four children, Chloe, Holly, Timothy and Charlie.
Areas of Practice Specialty:
Comprehensive Financial Planning Wealth Management Retirement Income Planning
Business Succession & Exit Planning Executive Compensation Estate Planning
Risk Management Life Insurance Disability Income Insurance Long-Term Care Insurance Planning
Professional Affiliations:
Finseca
Forum 400 – Qualifying Member
Mass Mutual AAX (Agents Association)
Million Dollar Roundtable – Qualifying Member (MDRT) 2019, 2020, 2021, 2022, 2023 & 2024
Professional Accomplishments:
Chair – FinsecaNY (2021 – 2022, 2025-Present)
Committee Member – FinsecaNY Advisory Council (2022 – Present)
Committee Member – Finseca State Advocacy Working Group (2022 – 2024)
Mass Mutual AAX (Agents Association) Committee Member (2022 – 2024)
Board Member – Buffalo Society of Financial Services Professionals (2021 – 2022)
President – New York State Association of Insurance & Financial Advisors (NAIFA) (2019 – 2020)
Board Member – New York State Association of Insurance & Financial Advisors (NAIFA) (2018 – 2020)
President – Buffalo Association of Insurance & Financial Advisors (NAIFA) (2016-2017)
Board Member – Buffalo Association of Insurance & Financial Advisors (NAIFA) (2015 – 2020)
Mass Mutual Leaders Club Qualifier - (2016, 2019, 2020, 2021, 2022, 2023 & 2024)
Mass Mutual Blue Chip Council – (2021, 2023, & 2024)
Michael J. McDermid Exemplary Person Award (2021)
Mass Mutual NYS Experienced Associate of the Year Award (2021)