Phillips Jones Wealth Management

To achieve your financial goals and preserve your assets — today and tomorrow,it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement®approach to recommend balanced and personalized asset and risk management strategies. Whether health, life, disability, income or long-term care insurance, we suggest solutions and coverage levels to suit you and your needs.Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.



Advisors

Steven Allen Phillips

Steven Allen Phillips

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Steven Allen Phillips's website
Phillip Jones

Phillip Jones

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Phillip Jones's website
Justin Wilson

Justin Wilson

Financial Advisor

Visit Justin Wilson's website
Chad Clark

Chad Clark

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Chad Clark's website

Team

Jackie Valentine

Jackie Valentine

Operations Director

Brandon R. Ryon

Brandon R. Ryon

Client Relationship Manager

Zena R. Owens

Zena R. Owens

Client Concierge

Lori Phillips-Jones

Lori Phillips-Jones

Marketing Consultant

Jamie Roths

Jamie Roths

Client Service Specialist

Lori Miller

Lori Miller

Financial Planning Specialist

Roles & Responsibilities

  • Lori works with advisors to create and maintain accurate individualized financial planning goals for our clients.
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Evan Roberts

Evan Roberts

Intern

Roles & Responsibilities

  • Evan works with advisors to prepare material for client meetings and portfolio rebalancing.
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