Phillips Financial Advisors

Specialties

Financial and Estate Planning

Investments

Retirement

Insurance

Estate Planning

History

Established in 2012.

Phillips Financial Advisors started in 2012 in order to serve people with the highest level of financial and estate planning. Our goal is to «empower people to grow» through education and management of their financial plans.

Meet the Business Owner

James P.

Business Owner

James graduated from Ashland University in Ashland, Ohio in 2005 with a Bachelor of Science in Business Administration and a Major in Finance. James started his career in the financial industry immediately after college with a national banking and investment firm. In 2012 James went independent and opened his own firm to better serve his clients.

James has his Series 7, Series 63, and Series 65 securities registrations, as well as his license for Life, Health, Annuities, and Variable Annuities Products.

James has been married to his wife Jessica since 2010. They had their daughter in 2014. Together they enjoy many activities, including visiting art galleries, golfing and leading marriage studies at their local church. James immediately became involved in his local community. Currently, James serves on the board of Fellowship of Christian Athletes in Brevard County, and is also a mentor for the budget ministry of Love INC of Brevard.