In the Press | Phillips Wealth Planners - Part 2

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InvestmentNews 2018 Women to Watch Award Luncheon hosted in New York City

We are happy to share the featured winners of the InvestmentNews 2018 Women to Watch Award! Lynn Phillips-Gaines was honored to be amongst those recognized and publicly received her award at the fourth annual luncheon on March 14th, 2019 at Ziegfeld Ballroom in New York City. Jodi Perry, President of the Independent Contractors Division at […]

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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.

Lauren Black, MBA, CFP® Ranked Among Starkville’s 2018 Rising Stars Under 35

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. *