Phyllis Antonelli CRPC®

WEALTH PLANNER, RJFS

Phyllis A. Antonelli is a Chartered Retirement Planning CounselorSM professional. She has been a Financial Planner focusing on clients pre-retirement and retirement income planning needs since 1994. Prior to becoming a financial planner Phyllis spent eight years in other capacities in the banking and financial services industries. Phyllis focuses on providing individuals approaching or in retirement with comprehensive solutions to help meet their long-term retirement income goals. She also works to ensure that her clients do not outlive their assets. Phyllis’ planning process involves proper portfolio allocation, risk management analysis, estate planning and implementation of tax reduction strategies where appropriate.

Phyllis holds a general securities registered representative series 7 and series 63 as well as a general securities registered principal series 24 registration with Raymond James Financial Services. She is also licensed by the state of New Jersey to provide her clients with life and long-term care coverage underwriting and variable annuities.

Phyllis lives in Mullica Hill and is active in her community. She is a past-president of the Mullica Hill Area Rotary Club and is active in their many local and international charitable projects. Phyllis was born and raised in Southern New Jersey and holds a Bachelors of Science degree from Chestnut Hill College. Phyllis enjoys traveling, gardening, and spending time at the Jersey shore with her family.

Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.

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