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Lynn’s Blog


Raymond James Congratulates Lynn Phillips-Gaines, CFP®, CLTC on Being Named to Our Profession’s Distinguished Lists

Congratulations to Lynn Phillips-Gaines, CERTIFIED FINANCIAL PLANNER™ Professional on being named to three of our profession’s distinguished lists. In 2018, she was named to Barron’s Top 1200 Financial Advisors, Forbes Best-In-State Advisors, and Forbes Top 200 Women Wealth Advisors.

This is her second consecutive year to be named to Forbes Top 200 Women Wealth Advisors, and it is her fourth consecutive year to be named to Barron’s Top 1200 Financial Advisors. Each of these prestigious lists spotlights standout financial strategists across the country that were nominated by their firms, researched, interviewed, and assigned in the nationwide rankings.

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The Realities of Remarriage

For a variety of reasons, second (or third) marriages are becoming the norm. With them come blended families with ex-spouses, stepkids, half siblings and a whole new financial picture.

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Beware of Schemes During Tax Season

It’s tax season! Every year, around this time, the Internal Revenue Service (IRS) publishes its dirty dozen – a list of scams criminals use to try and ferret out personal information and/or steal money.1

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