T.L. PHILLIPS FINANCIAL GROUP - Key Persons
Ashley is an enthusiastic and innovative professional with several years experience in Human Resources and Accounting management. Prior to joining T.L. Philips Financial Group in 2018, she and her husband owned a logistics company. Her...
Ashley is an enthusiastic and innovative professional with several years experience in Human Resources and Accounting management. Prior to joining T.L. Phillips Financial Group in 2018, she and her husband owned a logistics company. Her solid business background, along with her vibrant personality, enable Ashley to provide the excellent service our clients deserve.
She lives in McDonough and is the proud mother of two boys, Austin and Carson. She loves cheering them on at their hockey games, both home and away. She is actively involved in the McDonough Youth Hockey Association and other travel hockey leagues.
Ashley believes in giving back to her community, and non-profit organizations hold a special place in her heart. When not working or watching hockey, she loves to travel with family and friends.
Job Titles:
- Investment Adviser
- President
- Investment Advisor Representative and Founding Partner
After College Ted began a career as a paramedic/firefighter where he worked for ten years. He spent the last five of those years also working in the local Emergency Room. In 1985 his career goals took a new direction and he stepped into the world of finance in which he spent the next seventeen years working for a subsidiary of Citigroup, Inc. Ted soaked himself into this new and challenging world where he advanced and became Senior Vice President. He eventually stepped out in faith joining an independent broker dealer and opening his own company: T. L. Phillips Financial Group Inc. in 1997. In time, he was able to diversify his practice by opening up CAP Realty, Inc. as well as co-owning NEXT Mortgage, Inc.
Thirty plus years of experience gives Ted the unique ability to look at finance in a different perspective than most of today's younger advisors. His holistic approach of advising helps his clients reach greater success in meeting their financial goals; allowing them to keep the wealth they have worked hard to build.
Ted has always been very passionate about Christian Education, which is why he is very proud to be part of the ministry team at North Henry Academy. He and his wife, Carol, have been married over thirty years and have two grown children, Amy and Zack. Both of which are also in finance and work alongside their father in his business. A joint partnership with his children gives his practice wisdom, yet also a fresh new perspective that his younger clients can relate to and appreciate. His pride and joy are his five grandchildren.
Ted Phillips and Zack Phillips are Investment Adviser Representatives of LVZ, Inc. LVZ, Inc. is a federally registered investment advisor. Please download the Client Relationship Summary or request the ADV for information about LVZ, Inc. Investment advisory services offered through LVZ Inc. T.L. Phillips Financial Group is not affiliated with LVZ, Inc. For more information, see the LVZ, Inc. disclosures page and Privacy Policy.
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