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About Phillips Financial Advisors

Phillips Financial Advisors, LLC provides a variety of planning, advisory and compliance services to businesses, individuals, governmental and nonprofit entities to help them achieve their financial goals. We value each client relationship and personalize our services to meet the needs of each unique client.

Our team

At Phillips Financial Advisors, LLC we hire and retain individuals with professional expertise and skills, excellent academic foundations and invest in their communities through volunteer efforts with nonprofit organizations, churches, and charities.  An appropriate work/life balance contributes to the quality of our personnel and their job satisfaction.

Connie Taylor

Connie Taylor is a graduate of Jacksonville State University with a Bachelor of Science in Accounting. Connie brings modern accounting techniques to guide personal and corporate financial planning.  Connie believes a solid future begins with a strong financial foundation.

Joan Phillips

Joan Phillips is an Administrative Assistant with over 15 years’ experience working for the Marshall County School system. Joan assists with client relations and day to day operations of the firm. Joan also assists with record keeping, payroll, and payroll tax returns.