Phillips Jones Wealth Management

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Steven Allen Phillips

Steven Allen Phillips

CFP®, MBA, CLU®, AEP®

Private Wealth Advisor

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

Phillip Jones

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Phillip Jones's website
Chad Clark

Chad Clark

CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Chad Clark's website

Team

Jackie Valentine

Jackie Valentine

Operations Director

Qualifications

  • MBA
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Brandon Ryon

Brandon Ryon

Client Relationship Manager

Zena Owens

Zena 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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