Phyllis Lancaster Partner and Client Advisor Mission Wealth

Phyllis Lancaster

In by Mission Wealth

Phyllis Lancaster, Partner and Senior Wealth Advisor Mission Wealth

Phyllis Lancaster

CFP®

Partner and Senior Wealth Advisor

Greensboro

CONTACT PHYLLIS

Phyllis Lancaster

CFP®

Partner and Senior Wealth Advisor

Greensboro

(336) 676-6900

CONTACT PHYLLIS

"Wealth management is more than just numbers, it's about helping people achieve their dreams and providing them with the peace of mind that comes with having a solid financial plan in place. I love being able to work closely with my clients, getting to know them on a personal level, and developing customized strategies to help them reach their goals."

Phyllis Lancaster is a highly experienced Partner and Senior Wealth Advisor at Mission Wealth, providing exceptional financial planning and advisory services to clients in Greensboro, North Carolina, and the surrounding Southeast region. Her approach is deeply personalized, taking the time to understand her clients' unique financial situations, lifestyles, and aspirations. By working collaboratively with her clients, Phyllis develops tailored financial plans that encompass risk management, tax strategies, and investment management, with the aim of helping clients achieve their financial goals. She has a wealth of experience working with pre-retirees, widows, and multi-generational families, and is committed to providing the highest level of service and expertise to each and every one of her clients.

"Wealth management is more than just numbers, it's about helping people achieve their dreams and providing them with the peace of mind that comes with having a solid financial plan in place. I love being able to work closely with my clients, getting to know them on a personal level, and developing customized strategies to help them reach their goals."

Phyllis Lancaster is a highly experienced Partner and Senior Wealth Advisor at Mission Wealth, providing exceptional financial planning and advisory services to clients in Greensboro, North Carolina, and the surrounding Southeast region. Her approach is deeply personalized, taking the time to understand her clients' unique financial situations, lifestyles, and aspirations. By working collaboratively with her clients, Phyllis develops tailored financial plans that encompass risk management, tax strategies, and investment management, with the aim of helping clients achieve their financial goals. She has a wealth of experience working with pre-retirees, widows, and multi-generational families, and is committed to providing the highest level of service and expertise to each and every one of her clients.

Learn About Phyllis Lancaster

Professional Background

During her twenty-year career in the financial industry, Phyllis has been committed to developing strong relationships with her clients and helping them transition financially as they move through their lives. In 2011, Phyllis and her former business partner established Green Valley Wealth Management, a female-owned financial advisory firm. They brought the firm to Mission Wealth in 2022 to elevate the service and investment offerings available to their clients and to work alongside an exceptionally talented group of financial professionals.

Phyllis holds the internationally recognized CERTIFIED FINANCIAL PLANNER™ certification. She earned a Bachelor of Arts degree from the University of Arkansas and is a graduate of the University of North Carolina Senior Executive Institute. She is securities-registered, insurance-licensed, and an Investment Adviser Representative.

Phyllis is a member of the Financial Planning Association (FPA), serves as a Board member of the Greensboro Estate Planning Council, Inc., and is a member of the Financial Service Advisors Council.

Personal Pursuits

Phyllis and her husband call Greensboro home and love spending quality time with their two sons and extensive family. She adores visiting her loved ones, regardless of their location, and finds joy in activities such as reading, swimming, playing tennis, practicing yoga, and going on walks. Additionally, she values spending time with her friends and making new connections in her community.

Community Impact

Phyllis Lancaster is an active member of her community and is involved with various organizations. She is a member of the Women's Club at Our Lady of Grace Catholic Church and a Sustainer of the Junior League of Greensboro. Phyllis has also served as President of the Junior League of Greensboro for both Actives and Sustainers and as a Board Member of the Guild of Family Services. She has also contributed her time and expertise as a Zone Parent for the North Carolina West Point Parents Association and on the Randolph-Macon College Parent's Swim Team Board. Through her involvement in these organizations, Phyllis has made a meaningful impact on the lives of those in her community.

Beth Barton Volunteering (1)

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About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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