In the Press | Phillips Financial

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Lynn Phillips-Gaines, CERTIFIED FINANCIAL PLANNER™ Professional, of Phillips Financial was recently named to multiple national top financial advisors lists. These are prestigious national rankings that spotlight elite advisors across the country who were nominated by their firms – and then researched, interviewed, and selected to receive the honor. Those honors include: Forbes 2020 Best-in-State Wealth […]

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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.**

Ready, Set, Trade War?

In recent years, investors have largely ignored geopolitical risks. Russia’s invasion of the Crimean Peninsula, the Brits’ vote to leave the European Union (EU), unrest in the Middle East, and other global events have not affected financial markets’ upward progress. When tariffs came between the United States and its allies, financial markets blithely breached new highs. However, the possibility of a trade war between the United States and China took the spring out of the bull market’s step late in the second quarter of 2018.1