Financial Planning Blog from Phillips Financial | Phillips Financial - Part 2

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Monthly Market Recap – Quarter 1 of 2019 Calls for Cautious Optimism

Economic reports that were delayed due to the government shutdown have trickled in to reveal the economy slowed a bit more than expected in early 2019, reports Raymond James Chief Economist Scott Brown. However, the recent conclusion of the Mueller investigation with no pending indictments should serve as a market positive, according to Ed Mills, […]

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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 RJFS and Todd Gartrell, Senior Vice President and Director for the Southeast region joined Phillips-Gaines in New York to celebrate!


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.**

Monthly Market Recap – February takes a slow – yet promising – pace

While factors including the partial government shutdown and trade policy uncertainty brought us into the New Year with increased downside risks, February seemed more promising, points out Raymond James Chief Economist Scott Brown: a potential U.S.-China trade agreement appeared on the horizon and the United Kingdom is considering a revote on Brexit.