Phillips Financial proudly congratulates Lauren Black, CERTIFIED FINANCIAL PLANNER™ for being ranked among Starkville’s 2018 Rising Stars Under 35. This is the inaugural list and will be published in a special section of the Starkville Daily News on May 25, 2018.
Black was also recently named to Forbes’ 2017 America’s Top Next Generation Wealth Advisors. *Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Phillips Financial is not a registered broker/dealer and is independent from Raymond James Financial Services.
Rising Stars Under 35 recognizes the city’s up-and-coming business leaders under the age of 35. In order to qualify for consideration individuals must have been 35 years of age or younger and reside and work within Oktibbeha County. This list seeks to identity and recognize individuals who have made significant contributions to Starkville’s overall economic progress. The candidates were nominated by business associates or colleagues who best know their professional and local civic involvement. Candidates then completed an application and were reviewed and selected by the Greater Starkville Development Partnership, in conjunction with the Starkville Daily News. Rising Stars Under 35 have involvement that go beyond normal working hours and their days are extended by civic and community activities. This ranking is not based in anyway on the individual’s abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Raymond James is not affiliated with the Starkville Daily News or the Greater Starkville Development Partnership.
*SHOOK considered advisors born in 1980 or later with a minimum 4 years relevant experience. 2,356 Millennial advisors were considered based on high thresholds from which 500 were chosen. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review on compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking.