Financial Planning Blog from Phillips Financial | Phillips Wealth Planners - Part 9

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Recognition in The Wall Street Journal – Barron’s Top 1200 Advisors

Lynn Phillips-Gaines, CERTIFIED FINANCIAL PLANNER™ was recognized in the March 13th, 2018 issue of The Wall Street Journal as one of Barron’s Top 1200 Financial Advisors*. This marks the fourth consecutive year for Phillips-Gaines to earn placement on this prestigious list. It is the largest, most comprehensive annual advisor list circulated by Barron’s. Congratulations!

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Lynn Phillips-Gaines Ranked Among Forbes Best-In-State Wealth Advisors

Congratulations to our very own Lynn Phillips-Gaines, CERTIFIED FINANCIAL PLANNER™, who was recently named on Forbes 2018 Best-In-State Wealth Advisors List. 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 2017, she was also ranked among Forbes Top 200 Women Wealth Advisors.*

Lauren Black Named to Inaugural Forbes List of America’s Top Next-Generation Wealth Advisors

Lauren Black, CERTIFIED FINANCIAL PLANNER™ at Phillips Financial and financial advisor with Raymond James Financial Services, was recently named to the inaugural Forbes list of “America’s Top Next-Generation Wealth Advisors.” The list, which recognizes advisors from national, regional and independent firms, was released online July 25, 2017.

“It’s a tremendous honor to be recognized as one of the top next-generation wealth advisors,” Black said. “I’m excited to be in the company of such an elite group.”