Lynn Phillips-Gaines

About Lynn Phillips-Gaines

When Lynn joined the financial services industry in 1982, she quickly recognized that the best way to help clients was to serve them with the objectivity and freedom that comes with independence. By 1984, she had opened her own independent practice, one that has lasted for nearly 28 years and continually strives to form lasting relationships with her clients ensuring that their financial and personal goals are fully understood. Today, Lynn believes her major achievements still lie ahead, helping her clients meet and potentially exceed their goals. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Lynn upholds the high standards of education, experience and ethics required by the Certified Financial Planning Board of Standards, one of the industry’s leading professional organizations. Her team at Phillips Financial also follows the basic tenets of the financial planning process as outlined by the CFP Board, a process that begins and ends with the client. Lynn\'s passion is helping successful families make wise decisions about money especially wealth enhancement, protection, preservation, and legacy planning.

Experience

1. Registered Principal

   Raymond James

   Jan 1998 — Present

Education

• Southern Illinois University, Carbondale

  MS

  1978 — 1980

• Mississippi State University

  BA

  1974 — 1978