Phillips Jones Wealth Management

You are not just another face in the crowd.

You are unique and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you.

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, I can help you feel more confident, connected, and in control of your financial life.


Advisors

Steven Allen Phillips

Steven Allen Phillips

CFP®, MBA, CLU®, AEP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Steven Allen Phillips's website
Justin Wilson

Justin Wilson

CFP®, APMA®

Financial Advisor

Visit Justin Wilson's website
Chad Clark

Chad Clark

CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Chad Clark's website
Jamie Roths

Jamie Roths

Associate Financial Advisor

Visit Jamie Roths's website

Team

Brandon R. Ryon

Brandon R. Ryon

Client Service Manager

Roles & Responsibilities

  • Brandon takes care of scheduling for Steve and Phillip. She also handles the marketing and client events.
View more
Jackie Valentine

Jackie Valentine

Operations Director

Roles & Responsibilities

  • Jackie handles client forms and processing of new business in our firm.
View more
Zena R. Owens

Zena R. Owens

Client Concierge

Roles & Responsibilities

  • Zena is in charge of first impressions for our Oneida office. She will most likely also be the first voice you hear if you call into the office.
View more
Lori Phillips-Jones

Lori Phillips-Jones

Marketing Consultant

Roles & Responsibilities

  • Lori plans the client events hosted by Phillips Jones Wealth Management.
View more
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.
View more
Evan Roberts

Evan Roberts

Intern

Roles & Responsibilities

  • Evan works with advisors to prepare material for client meetings and portfolio rebalancing.
View more
Emalea Sexton

Emalea Sexton

Intern