In the Press | Phillips Wealth Planners

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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 […]

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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.**

Raymond James Congratulates Lynn Phillips-Gaines, CFP®, CLTC on Being Named to Our Profession’s Distinguished Lists

Congratulations to Lynn Phillips-Gaines, CERTIFIED FINANCIAL PLANNER™ Professional on being named to three of our profession’s distinguished lists. In 2018, she was named to Barron’s Top 1200 Financial Advisors, Forbes Best-In-State Advisors, and Forbes Top 200 Women Wealth Advisors.

This is her second consecutive year to be named to Forbes Top 200 Women Wealth Advisors, and it is her fourth consecutive year to be named to Barron’s Top 1200 Financial Advisors. Each of these prestigious lists spotlights standout financial strategists across the country that were nominated by their firms, researched, interviewed, and assigned in the nationwide rankings.