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Phyllis S. Tuttle

Phyllis S. Tuttle

Operations Director

Phyllis Tuttle joined DMJ Wealth Advisors in October 2018 with over 30 years of leadership experience in the financial services industry.  She graduated magna cum laude from High Point University with a B.S. in Accounting and a minor in Business Administration.  Phyllis will complete her candidacy for the Masters of Business Administration from Wake Forest University in August 2019.  Phyllis is also a member of the National Society of Compliance Professionals and has served on SEI’s Community Bank advisory board.

As a member of the senior leadership team, Phyllis plays a critical role in the establishment of firm infrastructure and strategic growth philosophy.  She provides strategic vision to the firm through process and systems improvement to help drive client service.  Phyllis oversees the implementation, reporting and oversight of the firm’s day-to-day back office information, compliance, financial, client reporting, processes and systems, client service, and human resources.   

Phyllis is from Walnut Cove, NC and currently resides in Winston-Salem, NC.  She enjoys traveling and spending time at the beach.