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Part of providing financial planning is understanding our client’s financial personality and using that to adapt how we explain concepts and make decisions together based on their needs.
We found this article interesting that discussed the different financial personality types. Which is yours?
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.**
InvestmentNews has recognized Lynn Phillips-Gaines as a 2018 Women to Watch honoree. As one of the 20 prestigious winners, she was chosen from more than several hundred nominations for her leadership, contributions and impact in the financial advice industry.
Congratulations to Lynn Phillips-Gaines, CERTIFIED FINANCIAL PLANNER™ Professional on being named to three of our profession’s distinguished lists. In 2018, she was named to Barron’s Top 1200 Financial Advisors, Forbes Best-In-State Advisors, and Forbes Top 200 Women Wealth Advisors.
This is her second consecutive year to be named to Forbes Top 200 Women Wealth Advisors, and it is her fourth consecutive year to be named to Barron’s Top 1200 Financial Advisors. Each of these prestigious lists spotlights standout financial strategists across the country that were nominated by their firms, researched, interviewed, and assigned in the nationwide rankings.