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OUR PARTNERS

Collaborating with Leading Financial Institutions

We partner with reputable financial institutions to provide you with the best resources and tools available in the market. Our collaborations enhance our ability to serve you effectively.

XYZ Bank

Wealth Advisors United

ABC Investment Group

Global Finance Inc.

JOIN OUR TEAM

We are always on the lookout for talented individuals who share our passion for helping clients achieve their financial dreams. Explore our current openings and apply today.

FINANCIAL CONSULTANT

Remote

Join our team to help clients navigate their financial journeys. Bring your expertise and passion for financial planning.

2003

PHILLIPS WEALTH MANAGEMENT IS FOUNDED

Established with a vision to provide tailored financial solutions, our firm has grown by putting clients first.

2008

EXPANSION OF SERVICES TO INCLUDE RETIREMENT PLANNING

We recognized the need for comprehensive retirement strategies and added specialized services to our offerings.

PHONE

912-342-7373

OFFICE

1111 Glynco Parkway, Suite 36

Brunswick, GA 31525

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Investment Adviser Representative: Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

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Cetera Wealth Services LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

 

Branch address: 1111 GLYNCO PARKWAY SUITE 36, BRUNSWICK, GA 31525

 

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

 

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

 

This site is published for residents of the United States only. Financial Professionals of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com .

 

Important Information and Form CRS | Business Continuity Plan

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