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Tag Archives: Raymond James

Lynn Phillips-Gaines ranked among Forbes Best-in-State Wealth Advisors

Lynn Phillips-Gaines, CFP at Phillips Financial and financial advisor with Raymond James, was named to Forbes 2018 Best-In-State Wealth Advisors List. The list spotlights top-performing advisors across the United States who were nominated by their firms- and then researched, interviewed, and ranked in their respective states. In 2017, she was also ranked among Forbes Top 200 Women Wealth Advisors.

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Phillips-Gaines ranked

Lynn Phillips-Gaines, a Certified Financial Planner at Phillips Financial and financial advisor with Raymond James, was recently named to Barron’s list of “The Top 1,200 Advisors” in the country. The 2016 list, ranked 1,200 advisors from all 50 states and the District of Columbia. This is Phillips-Gaines’ second consecutive year to earn placement on the list. Barron’s produced the listing ...

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Regions contracts with PrimeVest for wealth management services

Birmingham, Ala.-based Regions Bank has contracted PrimeVest Financial Services to provide investment and financial advisory services to customers in the 16 states in which it does business, the bank said Thursday. The agreement with PrimeVest will help the Regions, Mississippi’s market leader in retail banking, fill the service gap that was left after it sold its brokerage unit, Morgan Keegan, ...

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Regions puts $3.5 billion TARP debt behind it

Just days after closing its sale of investment brokerage Morgan Keegan & Co. to Raymond James, Regions Financial Corp. has paid its $3.5 billion Troubled Asset Relief Program, or TARP, debt. Regions, Mississippi’s market leader in retail banking, said in a press statement Wednesday that it repurchased $3.5 billion of Series A Preferred Stock issued under the U.S. Treasury’s Asset ...

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Regions closes Morgan Keegan sale to Raymond James

Regions Financial Corp. has completed its sale of Morgan Keegan & Co. Inc. and related affiliates to Raymond James Financial Inc. for about $1.2 billion. Regions’ trust and institutional investment management businesses are not included in the sale and will operate within Regions’ Wealth Management organization. Regions President &d CEO Grayson Hall said the sale fits Regions’ plan to expand ...

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Three join new office

Arthur Finkelberg CFA, CFP; Al Green, CFP, and Butch McKenzie recently joined the newly opened office of Raymond James. Finkelberg and McKenzie both came to Raymond James from Wells Fargo Advisors. Green joined from UBS. Finkelberg joined Raymond James as senior vice president, investments and has 29 years of experience as a financial advisor. He attended school at the State ...

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