Phylax Legacy Advisors Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Phylax (Greek: φύλαξ) means "Guardian." At Phylax Legacy Advisors, our mission is clear: We serve as trusted guardians, dedicated exclusively to protecting and growing the wealth and legacies of ultra-affluent families, top executives, family offices, professional athletes, and renowned entertainers.

Our Commitment:

• Customized, innovative wealth transfer strategies designed for significant impact.

• Superior protection and optimized financial outcomes through tailored life insurance and advanced planning solutions.

• Personalized attention, utmost confidentiality, and unwavering fiduciary standards.

Why Phylax Legacy Advisors:

• Expertise: Our elite team provides deep specialization in life insurance-based wealth transfer planning.

• Clarity: Complex planning made simple and transparent.

• Legacy: Ensuring your wealth and values seamlessly pass to future generations, maintaining your vision and intent.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Jones Lowry. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Jones Lowry is separately owned and operated and not independently registered as a broker-dealer or investment adviser. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm

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