Phillips Financial
Since 1990, our experienced professionals have helped families seek to build wealth today and protect their legacies for tomorrow. Whether you want to get a head start on estate planning, save for retirement or become independently wealthy before 65, we are committed to helping you pursue your goals. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Phillips Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
7-day free trial · no credit card
Verified contacts
6
available on Kipplo
LinkedIn employees
20
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
2
tools in use
Monthly traffic
13
organic / mo
Sign up free to see all 6 verified contacts at Phillips Financial
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- CT
Catherine Tansley
Records Manager · Operations
EmailPhone - EH
Elizabeth Holladay
Client Services Coordinator · Customer/Client Service
EmailPhone
Showing 2 of 6 verified contacts
Top roles at Phillips Financial
5 distinct titles indexed · top 5 shown.
- 1agency owner
- 1client services coordinator
- 1community service website administrator
- 1financial advisor
- 1records manager
Sign up to unlock all 6 contacts at Phillips Financial
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 6 verified contacts at Phillips Financial
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.