Stock Options

Many companies offer employees stock options in order to encourage ownership and share in the company’s success. Another core strength of Phillips & Company is our ability to guide clients through the often challenging process of exercising stock options. Timing, reinvestment of proceeds, tax considerations, and other factors require sound advice in this complex financial area.

If you have stock options you would like to exercise, we can help.

• Fast — Typical turnaround takes just 7 days
• Simple — Phillips & Company staff is available to answer any questions and help in the completion of the paperwork
• Experienced — Our affiliate, The Bank of New York/Pershing, completed over 20,000 stock option executions last year