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Wealth Management Feature: From Branch Professional to Advisor

We wanted to share a feature from which highlighted Lauren Black’s inclusion speaking on a panel at the 2017 Raymond James National Conference for Professional Development.

Lauren was asked to speak by the Practice Intelligence team at Raymond James and joined select others to discuss the career path from Branch Professional to Advisor. The feature highlighted how they each transitioned from support roles to full-blown advisors.

About Lauren: Lauren Black joined Phillips Financial in 2008. She earned the CERTIFIED FINANCIAL PLANNER™ Certification in 2015. Additionally, she holds the Series 7 and 63 securities licenses, as well as a license in life, disability, and long term care insurance. She has a Master’s in Business Administration from Mississippi State University, as well as a Bachelor’s degree with a double major in Business Information Systems and Marketing. Black works closely with Lynn Phillips-Gaines to develop financial plans and recommendations that help clients meet and exceed their goals.

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