Kellye and her husband, James Phillips, make up the Phillips Wealth Management Group of Raymond James. Their services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. Together, they have over 40 years of experience working with those who want their money to work as hard as they do. Typically, their clients are families, business owners or professionals, and what they call hard- working Middle Americans.
Kellye is a CERTIFIED FINANCIAL PLANNER™ and also holds the Accredited Wealth Management Advisor designation through the College for Financial Planning.
Kellye has a very personalized approach with her clients. She works closely with each of her clients to understand their goals, what their investment style and risk tolerance is, so that she can tailor a plan to fit their needs. She works hard to educate her clients, because if they understand their investments and their financial plan they are likely to be more successful in meeting their goals. Building a retirement income strategy is one of her specialties. She takes a very holistic approach to this process, including investments and insurance, depending on which phase of retirement planning they are in.
Kellye earned a Bachelor of Science degree in business from Covenant College. Prior to joining Raymond James in 2013, she was a financial advisor with Morgan Keegan in Chattanooga. She is a member of the Estate Planning Council of Chattanooga.
Originally from Memphis, Kellye and her family live in Soddy Daisy. She is an advocate for special needs children and an active supporter of Autism Speaks and St. Jude Children’s Hospital. She and James have two sons – Hunter and Fisher. Kellye spends her free time obstacle course racing, kayaking and spending time with family.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.