Grow with confidence. Preserve with purpose. Transition Wealth with care.


We believe wealth should support both the life you enjoy today and the legacy you want to leave tomorrow. At Phillips Wealth Management Group of Raymond James, we pair personal attention with the strength of Raymond James to provide thoughtful strategies, comprehensive planning and trusted guidance at every stage. Our goal is to help you simplify the complexities of wealth so you can focus on living fully and leaving a meaningful legacy.

A pragmatic approach to wealth management
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Unique solutions for business owners and entrepreneurs.
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Helping you and your family prepare for the coming years in retirement.
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Nurturing wealth so you can live a longer, better life.
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Understanding the challenges women face and how to help.
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You are the center of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

Kellye Phillips

Kellye L. Phillips,

CFP®, AWMATM Senior Vice President, Wealth Management
James Phillips

James E. Phillips,

CFP® Vice President, Wealth Management
Stephanie Prawd

Stephanie Prawd

Registered Client Service Associate
"A journey of a thousand miles begins with a single step."
Lao Tzu
Sophisticated wealth management
Always here for you

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


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