Congratulations to our very own Lynn Phillips-Gaines, CERTIFIED FINANCIAL PLANNER™, who was recently named to Forbes’ list of Top 200 Women Wealth Advisors. The 2017 list, named 200 top female financial advisors from coast to coast, who manage a combined $200 billion dollars on behalf of their clients. Being amongst this group, Phillips-Gaines is being recognized for the quality of her practice, as well as asset management.
In addition to credentials, the qualitative ranking includes advisors that excel in providing a full client experience: comprehensive investing process, use of team dynamics, and a breadth of services, including continually evolving and leveraging the Firm’s resources.
Halah Touryalai, Deputy Editor, Investing at Forbes Media stated “Making it in the finance field is tough. Making it as a woman is even tougher. The eat what you kill mentality coupled with an often boys club work environment has been a less than stellar place for women to succeed. Today, women make up 16% of financial advisors across the country. But things are changing, slowly. A look at our Top Women Advisors list is proof… Each of these advisors offer something different. Some specialize in investment management and some are focused on managing and maintaining clients’ wealth for generations. Others handle all that and more – taxes, estate planning, retirement planning.”
The Forbes ranking of this list is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience, and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. In an effort to minimize an overwhelming amount of nominations, SHOOK Research (the partnering research company) set thresholds for those having the opportunity to qualify for the Top Women Wealth Advisors. Phillips-Gaines is among the top 200 advisors selected (out of 4,000 researched) in the United States to receive this prestigious honor.
Source: Forbes.com (February, 2017). America’s Top Women Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and a ranking algorithm. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com. Raymond James is not affiliated with Forbes or SHOOK Research.
Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Phillips Financial is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.