Lynn Phillips-Gaines Email and Phone Number
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When Lynn joined the financial services industry in 1982, she quickly recognized that the best way to help clients was to serve them with the objectivity and freedom that comes with independence. By 1984, she had opened her own independent practice, one that has lasted for nearly 28 years and continually strives to form lasting relationships with her clients ensuring that their financial and personal goals are fully understood. Today, Lynn believes her major achievements still lie ahead, helping her clients meet and potentially exceed their goals. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Lynn upholds the high standards of education, experience and ethics required by the Certified Financial Planning Board of Standards, one of the industry’s leading professional organizations. Her team at Phillips Financial also follows the basic tenets of the financial planning process as outlined by the CFP Board, a process that begins and ends with the client.Lynn's passion is helping successful families make wise decisions about money especially wealth enhancement, protection, preservation, and legacy planning.
Phillips Wealth Planners, Llc
View- Website:
- raymondjames.com
- Employees:
- 12938
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Wealth Advisor EmeritusPhillips Wealth Planners, LlcStarkville, Ms, Us
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Certified Financial Planner™ Professional And Wealth AdvisorPhillips Financial 1982 - PresentSecurities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Phillips Financial s not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc."For important disclosure information, please see the "Social Media Disclaimer" link and the "BrokerCheck" link in the "Contact Info" section.
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Registered PrincipalRaymond James Financial Services, Inc. 1998 - Present
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Founder And Vice PresidentStarkville Bridges Out Of Poverty Initiative 2011 - 2014
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Registered RepFsc Securites 1984 - 1986
Lynn Phillips-Gaines Skills
Lynn Phillips-Gaines Education Details
Frequently Asked Questions about Lynn Phillips-Gaines
What company does Lynn Phillips-Gaines work for?
Lynn Phillips-Gaines works for Phillips Wealth Planners, Llc
What is Lynn Phillips-Gaines's role at the current company?
Lynn Phillips-Gaines's current role is Wealth Advisor Emeritus.
What is Lynn Phillips-Gaines's email address?
Lynn Phillips-Gaines's email address is ly****@****mes.com
What is Lynn Phillips-Gaines's direct phone number?
Lynn Phillips-Gaines's direct phone number is +166232*****
What schools did Lynn Phillips-Gaines attend?
Lynn Phillips-Gaines attended Southern Illinois University, Carbondale, Mississippi State University.
What are some of Lynn Phillips-Gaines's interests?
Lynn Phillips-Gaines has interest in On January 15, Reading, Poverty Alleviation, Her Animals, The Outdoors, 2011.
What skills is Lynn Phillips-Gaines known for?
Lynn Phillips-Gaines has skills like Wealth Management, Financial Planning, Certified Financial Planner, Securities, Financial Services, Finance, Investments, Retirement Planning.
Who are Lynn Phillips-Gaines's colleagues?
Lynn Phillips-Gaines's colleagues are Aj Gordon, Paul Bouzis, Jennifer Jessie-Wallace, Amp, Kenneth Goldberger, Pieter Van Vredenburch, Laura Gonzales, Roberto Annoni Fuertes.
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Lynn Phillips-Gaines
United States
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