Barbara P. Phipps, J.D.*,CBEC®, CRPC®

I joined Osaic via the acquisition of Lincoln Financial Advisors. and have been part of the National Planning Institute for 22 years. I started in the Pittsburgh office and moved to the Boca Raton office over 15 year ago. The highlight of my role is collaborating with Financial Professionals to design generational wealth management plans for their clients. My focus is business succession, estate planning, and family wealth preservation.

Originally from Wilmington, DE, I currently live in Lake Worth, FL with my husband Don and daughter Emily. Our family loves to travel, attend art festivals and spend time at the beach with our English Bulldog Bella.

I am a graduate of the University of Delaware (BA), Wilmington University (MS) and Duquesne University School of Law (JD). I hold court admissions in Pennsylvania and New Jersey. I also hold the Series 7, 24 and 66 registrations and am licensed for Life, Health, and Annuities.

* Licensed but not practicing on behalf of Osaic FA.

Securities and investment advisory services are offered through the firms: Osaic FS, Inc. and Osaic FA, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Osaic FS, Inc. and Osaic FA, Inc. are separately owned and other entities and/or marketing names, products, or services referenced here are independent.

CRN-7353210-111824