Role at Mission Wealth
As a Client Advisor, Phyllis becomes personally acquainted with the specific goals and financial lives of her clients and then delivers customized financial planning, risk management, and tax strategies to assist in their goal achievement. Phyllis has extensive experience working with the financial needs and goals of pre-retirees, widows, and multi-generational families.
Professional Background
Phyllis joined the mortgage finance industry where she was part of the Product Development team at AIG/United Guaranty Mortgage Insurance Company for 14 years. In 2006, Phyllis’ career evolved to the financial services industry when she joined an independent advisory firm. Phyllis then established Green Valley Wealth Management in 2011.
Phyllis holds the internationally recognized professional Certified Financial Planner™ designation. Also, she is securities-registered, insurance-licensed, and an Investment Adviser Representative. Phyllis holds a Bachelor of Arts degree from the University of Arkansas and is a graduate of the University of North Carolina Senior Executive Institute.
Phyllis’ professional memberships include the Financial Planning Association, Society of Financial Services Professionals/Greensboro Associate, Greensboro Estate Planning Council and the Greensboro Women’s Professional Forum.
Credentials
Personal Pursuits
Phyllis enjoys spending time with her husband, two sons and large extended family. She enjoys visiting them (wherever they may be), walking, reading, playing tennis, yoga and being with friends.
Locally, Phyllis is a member of Our Lady of Grace Catholic Church and their Women’s Club, Sustainer of the Junior League of Greensboro, and the Guild of Family Services of Greensboro. Phyllis’s past civic affiliations include: President of the Junior League of Greensboro (Actives and Sustainers), Board Member of the Guild of Family Services, Zone Parent for the North Carolina West Point Parents Association, Randolph-Macon College Parent’s Swim Team Board.
As a member of the Women on a Mission group, she is part of an array of female team members that offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.