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Phylax Legacy Advisors Employee Directory

Financial ServicesFlorida, United States11-50 Employees

Phylax Legacy Advisors operates in the financial services sector, focusing on life insurance-based wealth transfer planning. The firm serves high-net-worth individuals and their families, including top executives, family offices, professional athletes, and renowned entertainers, with the aim of protecting and growing their wealth and legacies. Its approach centers on customized strategies designed to deliver meaningful impact and optimized financial outcomes. Clients receive personalized attention with a strong emphasis on confidentiality and fiduciary responsibility.

Based in West Palm Beach, Florida, the practice operates as a small advisory firm. Investment advisory services are offered through Raymond James Financial Services Advisors Inc., with securities provided by Raymond James Financial Services, Inc.; Phylax Legacy Advisors and Greenberg & Rapp Financial Group, Inc. operate independently of Raymond James.

Find Phylax Legacy Advisors employees' phone numbers or email addresses

Phylax Legacy Advisors Global Highlights

Location
Employees

North America
15

Minus sign iconPlus sign icon
  • United States Of America
    15

Phylax Legacy Advisors's Leadership

  • Stylized image of a person
    J. W.
    Director
    Mobile Phone
  • Stylized image of a person
    K. M. J. C.
    Director Of Case Design
    Mobile Phone

Phylax Legacy Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Finance
  • Legal
  • Other

Contact profiles from Phylax Legacy Advisors

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. W.
    Director
    Mobile Phone
    Jul 09, 2024
  • Stylized image of a person
    K. M. J. C.
    Director Of Case Design
    Mobile Phone
    Oct 24, 2024

Frequently Asked Questions

What is Phylax Legacy Advisors known for?

Minus sign iconPlus sign iconPhylax Legacy Advisors was founded in 1981 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-561-712-****
. Explore Phylax Legacy Advisors's company overview page for more information.

What is Phylax Legacy Advisors's most common email format?

Minus sign iconPlus sign iconPhylax Legacy Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Phylax Legacy Advisors email formats with LeadIQ.

How many employees does Phylax Legacy Advisors have currently?

Minus sign iconPlus sign iconPhylax Legacy Advisors has approximately 11 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Phylax Legacy Advisors's key employees and leadership?

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As of July 2026, Phylax Legacy Advisors's key employees include:

  • Director: J. W.
  • Director Of Case Design: K. M. J. C.

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