Financial Planning Blog from Phillips Financial | Phillips Wealth Planners - Part 10

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Investor Psychology – Article by Lynn Phillips-Gaines

Investor Psychology Article by Lynn Phillips-Gaines (Published on July 4, 2021, in Starkville Daily News) When I hear that one of the most conservative CPAs in the Golden Triangle is making stock recommendations to his buddies, I know the market is flying high. When skittish investors are stock experts, it is one of the telltale […]

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Phillips Financial Philanthropy Spotlight – Safe Haven for Pets

Sharon Grace, DVM is an excellent example of the good stewards we work with giving back to the community!

Initially launched by Dr. Grace in 2008, the MSU CVM-based Safe Haven for Pets program was recently awarded a generous donation to continue its efforts and expand its reach. Safe Haven for Pets offers shelter and often much-needed care to pets of domestic abuse victims seeking refuge at select domestic violence shelters, at no cost to the victims.

To date, the program has provided 3,000 days of shelter for pets of fifty families.

To read more about this worthy cause, click here: Safe Haven for Pets (Miss State) 2020

PHILLIPS-GAINES NAMED TO NATIONAL 2020 TOP ADVISORS LISTS

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)
Lynn Phillips-Gaines

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.

LYNN PHILLIPS-GAINES RANKED AMONG FORBES BEST-IN-STATE WEALTH ADVISORS

Lynn Phillips-Gaines

Lynn Phillips-Gaines, CERTIFIED FINANCIAL PLANNER™, at Phillips Financial, and financial advisor with Raymond James, was named to Forbes 2019 Best-In-State Wealth Advisors* List for the second consecutive year. The list spotlights top-performing advisors across the United States who were nominated by their firms- and then researched, interviewed, and ranked in their respective states. Lynn is honored to be recognized in this group of standout advisors.

In 2018, she was also ranked among Forbes Top 200 Women Wealth Advisors for the second consecutive year.**