Broker Check

Meet The Phillips Financial Strategies Team

William A. Phillips

Principal - Financial Professional

(202) 681-1161

william@phillipsfinancialstrategies.com

Welcome to my website! You'll find loads of information in the form of newsletters, articles, calculators, videos, and research reports. Take a look around, and let others know too, if you like what you see.

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Caitlyn McIntosh

Director of Operations

571.423.9200

Caitlyn@phillipsfinancialstrategies.com

Caitlyn returned to working with William in June of 2019 after a six year hiatus from the financial planning industry while working as an Information Technology Project Management contractor with the Department of Veterans’...
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Lindsay Marsh

Group Plan Specialist

202-681-1161

Operations@phillipsfinancialstrategies.com

Lindsay came to work for William in the winter of 2019 as our Group Plan Specialist, primarily focused on employer benefits and DC Healthlink. She has a wide and varied background, including market research/opinion polling, social...

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Charles Blizzard

Office Administrator

202.681.1161 ext 04

charles@phillipsfinancialstrategies.com

Charles K. Blizzard is a proud native of Athens, AL. As a graduate from the University of the South at Sewanee, he became an analyst for SCM Associates, Inc., a boutique investment firm in Atlanta, GA. A few years later, Charles began...

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