Lynn Phillips-Gaines, CERTIFIED FINANCIAL PLANNER™ Professional, of Phillips Financial was recently named to multiple national top financial advisors lists. These are prestigious national rankings that spotlight elite advisors across the country who were nominated by their firms – and then researched, interviewed, and selected to receive the honor. Those honors include:
- Forbes 2020 Best-in-State Wealth Advisors* (third consecutive year)
- Forbes 2020 Top 200 Women Wealth Advisors** (fourth consecutive year)
- Barron’s 2020 Top 1200 Financial Advisors List*** (fifth consecutive year and includes recognition in The Wall Street Journal)
Career milestones such as these would not be possible without continued trust and support by the clients her team serves.
Phillips-Gaines joined the financial services industry in 1982, opened her own practice in 1984, has nearly forty years of experience, and manages over $200Million in client assets.
* The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.
About Forbes ranking of Best-In-State Wealth Advisors
Source: SHOOKTM Research, LLC. Data as of 6/30/19. Forbes.com (January, 2020)
** The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Out of approximately 32,000 nominations, more than 1,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/top-women-advisors/#28abc5bd51f4 for more info.
About Forbes ranking of Top Women Wealth Advisors
Source: SHOOKTM Research, LLC. Data as of 9/30/19. Forbes.com (April, 2020)
*** Barron’s “Top 1,200 Financial Advisors,” March 2020. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.
About Raymond James Financial Services
Raymond James Financial, Inc. (NYSE: RJF) is a leading
diversified financial services company providing private client group, capital
markets, asset management, banking and other services to individuals,
corporations and municipalities. The company has approximately 8,100 financial
advisors throughout the United States, Canada and overseas. Total client assets
are $896 billion.* Public since 1983, the firm is listed on the New York Stock
Exchange under the symbol RJF. Additional information is available at raymondjames.com.
*As of 12/31/2019. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.
Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Phillips Financial is not a registered broker/dealer and is independent of Raymond James Financial Services.