Phyllis Lancaster, Cfp®
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Phyllis Lancaster, Cfp® Email & Phone Number

Partner | Senior Wealth Advisor at Mission Wealth
Location: Greensboro, North Carolina, United States 6 work roles 1 school
1 work email found @missionwealth.com 2 phones found area 209 and 919 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email p****@missionwealth.com
Direct phone (209) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Mission Wealth
Role
Partner | Senior Wealth Advisor
Location
Greensboro, North Carolina, United States
Company size
53 employees

Who is Phyllis Lancaster, Cfp®? Overview

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Quick answer

Phyllis Lancaster, Cfp® is listed as Partner | Senior Wealth Advisor at Mission Wealth, a company with 53 employees, based in Greensboro, North Carolina, United States. AeroLeads shows a work email signal at missionwealth.com, phone signal with area code 209, 919, and a matched LinkedIn profile for Phyllis Lancaster, Cfp®.

Phyllis Lancaster, Cfp® previously worked as Private Wealth Manager and Principal at Green Valley Wealth Management and Mortgage Consultant at American Dream Residential Mortgage-Andy May Group, Llc. Phyllis Lancaster, Cfp® holds Bachelor Of Arts from University Of Arkansas At Fayetteville.

Company email context

Email format at Mission Wealth

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*@missionwealth.com
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AeroLeads found 1 current-domain work email signal for Phyllis Lancaster, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Phyllis Lancaster, Cfp®

As your advisor, my job is to give you answers to your financial questions, in plain English, so you can make educated and informed decisions about your retirement. Our comprehensive and caring approach is what sets Mission Wealth apart. I invite you to visit our website to learn more about our services and solutions for investors - missionwealth.com.I have extensive experience working with the financial needs and goals of pre-retirees, retirees, widows, and multi-generational families.

Listed skills include Insurance, Marketing, Customer Service, New Business Development, and 6 others.

Current workplace

Phyllis Lancaster, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Mission Wealth
Mission Wealth
Partner | Senior Wealth Advisor
santa barbara, california, united states
Website
missionwealth.com
Employees
53
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Company profile
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6 roles · 33 years

Phyllis Lancaster, Cfp® work experience

A career timeline built from the work history available for this profile.

Partner | Senior Wealth Advisor

Current
Mission Wealth

Greensboro, NC

Oct 2022 - Present

Private Wealth Manager And Principal

Green Valley Wealth Management

Greensboro/Winston-Salem, North Carolina Area

Jan 2012 - Sep 2022

Mortgage Consultant

American Dream Residential Mortgage-Andy May Group, Llc
Oct 2005 - Dec 2017

Financial Planner

Triad Financial Advisors
Mar 2007 - Dec 2011

Director Of Product Development

Aig United Guaranty
1993 - 2005 ~12 yrs
Team & coworkers

Colleagues at Mission Wealth

Other employees you can reach at missionwealth.com. View company contacts for 53 employees →

ES Eric Smith, Cfp® Eric Smith, Cfp® Colleague at Mission Wealth San Francisco, California, United States, United States View → RM Ryan Miller Ryan Miller Colleague at Mission Wealth Park Ridge, Illinois, United States, United States View → CC Cole Clifford Cole Clifford Colleague at Mission Wealth Carlsbad, California, United States, United States View → JV Josh Vasquez Josh Vasquez Colleague at Mission Wealth Austin, Texas, United States, United States View → CR Chrissy Roberts Chrissy Roberts Colleague at Mission Wealth Fort Worth, Texas, United States, United States View → JG Jake Grendahl Jake Grendahl Colleague at Mission Wealth San Diego, California, United States, United States View → SR Susan Rizzi, Cfp® Susan Rizzi, Cfp® Colleague at Mission Wealth Greensboro, North Carolina, United States, United States View → AM Ana Martin Ana Martin Colleague at Mission Wealth Scottsdale, Arizona, United States, United States View → CW Christy Wempe Christy Wempe Colleague at Mission Wealth St Charles, Illinois, United States, United States View → TF Tricia Fahnoe Tricia Fahnoe Colleague at Mission Wealth Santa Barbara, California, United States, United States View →
1 education record

Phyllis Lancaster, Cfp® education

FAQ

Frequently asked questions about Phyllis Lancaster, Cfp®

Quick answers generated from the profile data available on this page.

What company does Phyllis Lancaster, Cfp® work for?

Phyllis Lancaster, Cfp® works for Mission Wealth.

What is Phyllis Lancaster, Cfp®'s role at Mission Wealth?

Phyllis Lancaster, Cfp® is listed as Partner | Senior Wealth Advisor at Mission Wealth.

What is Phyllis Lancaster, Cfp®'s email address?

AeroLeads has found 1 work email signal at @missionwealth.com for Phyllis Lancaster, Cfp® at Mission Wealth.

What is Phyllis Lancaster, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 209, 919 for Phyllis Lancaster, Cfp® at Mission Wealth.

Where is Phyllis Lancaster, Cfp® based?

Phyllis Lancaster, Cfp® is based in Greensboro, North Carolina, United States while working with Mission Wealth.

What companies has Phyllis Lancaster, Cfp® worked for?

Phyllis Lancaster, Cfp® has worked for Mission Wealth, Green Valley Wealth Management, American Dream Residential Mortgage-Andy May Group, Llc, Triad Financial Advisors, and Greensboro Chamber Of Commerce.

Who are Phyllis Lancaster, Cfp®'s colleagues at Mission Wealth?

Phyllis Lancaster, Cfp®'s colleagues at Mission Wealth include Eric Smith, Cfp®, Ryan Miller, Cole Clifford, Josh Vasquez, and Chrissy Roberts.

How can I contact Phyllis Lancaster, Cfp®?

You can use AeroLeads to view verified contact signals for Phyllis Lancaster, Cfp® at Mission Wealth, including work email, phone, and LinkedIn data when available.

What schools did Phyllis Lancaster, Cfp® attend?

Phyllis Lancaster, Cfp® holds Bachelor Of Arts from University Of Arkansas At Fayetteville.

What skills is Phyllis Lancaster, Cfp® known for?

Phyllis Lancaster, Cfp® is listed with skills including Insurance, Marketing, Customer Service, New Business Development, Leadership Development, Strategic Planning, Investment Advisory, and Long Term Care Insurance.

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