Lynn Phillips-Gaines

Founder, Phillips Financial

Lynn Phillips-Gaines' all-female advisory firm is relationship-based, with all employees focused on the "whole person."

Lynn Phillips-Gaines' all-female advisory firm is relationship-based, with all employees focused on the "whole person."

"Consequently, we get a lot of people who are widows or women who really need someone to listen to what they're saying — not what their words are — because they may not have the vocabulary to say what goals they want to accomplish," said Ms. Phillips-Gaines, a certified financial planner and founder of Phillips Financial.

Ms. Phillips-Gaines became an adviser in 1982, after making more money in three months selling microprocessing equipment than her father's then-sizable annual income.

"I realized that we teach people how to make money, but we don't teach them how to take care of it," she said.

She started the monthly "Kickass Study Group" to guide young female Raymond James advisers, and she mentors other women in a program aimed at helping women seeking to move from the company's back office to adviser roles.

In her own community, she founded the nonprofit Starkville Bridges Out of Poverty and helped more well-off residents learn the "hidden vocabulary" of people in poverty.

— Donna Goodison

2018 Winners
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