Melissa Lynn Phillips

Employer firm

Eagle Wealth Strategies CRD 323814

$654M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• CONSULTING FEES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2003 → 09/2016
  Grimley Financial Group
  Haddonfield, NJ
• 10/2016 → 05/2018
  Raymond James Fiancial Services, Inc
  West Deptford, NJ
• 05/2018 → 03/2023
  Raymond James Financial Services, Inc
  West Deptford, NJ
• 10/2018 → 03/2023
  Raymond James Financial Services Advisors Inc.
  West Deptford, NJ
• 04/2019 → 03/2020
  Estate Of David B. Tapp Sr.
  Merchantville, NJ
• 10/2016 → 05/2018
  Eagle Wealth Strategies
  West Deptford, NJ
• 03/2023 → Present
  Eagle Wealth Strategies Llc
  West Deptford, NJ

Previous Registrations

• 2018-10-16 → 2023-04-12
  Raymond James Financial Services Advisors, Inc
  West Deptford, NJ

Other Businesses

Individual Capacity - Not Investment Related - Private Residence - Executor on Estate - Start Date: 10/1/2024 - 2 hours per month all outside business hours - duties related to execution of will

Exams

• S66 Uniform Combined State Law Examination
  2018-10-08

Other Names

• Melissa Lynne Phillips