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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."

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Lynn Phillips-Gaines Ranked Among Forbes Top 200 Women Wealth Advisors

Congratulations to our very own Lynn Phillips-Gaines, CERTIFIED FINANCIAL PLANNER™, who was recently named to Forbes' list of Top 200 Women Wealth Advisors.

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Can You Tell the Difference?

Not all financial planners are what they appear. If they're not a CFP® pro, you just don't know. The CERTIFIED FINANCIAL PLANNER™ mark means they are properly vetted. Work with the highest standard.

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What Should (and will be) Required from a Financial Advisor

Moving forward, advisors will need to prove to compliance the four major areas in which they effectively manage qualified assets.

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Financial guidance
that is a breed apart

The success you’ve achieved sets you apart – and that kind of dedication and discipline deserves more of the same. Our team of professionals is committed to providing intelligent, thoughtful wealth management in pursuit of your full financial potential. Together, we’ll consider every asset, every goal and every contribution in order to identify the future you want and then help you reach it.