What departments does Phylax Legacy Advisors have?

Phylax Legacy Advisors has employees across 2 departments including Operations, Arts & Design.

What is the largest department at Phylax Legacy Advisors?

The largest department at Phylax Legacy Advisors is Arts & Design with 2 employees.

Where are Phylax Legacy Advisors employees located globally?

Phylax Legacy Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Phylax Legacy Advisors's team size changed over time?

Phylax Legacy Advisors's team has decreased from approximately 13 to 12 employees based on available data.

Phylax Legacy Advisors Employee Directory

Financial ServicesFlorida, United States11-50 Employees

Phylax (Greek: φύλαξ) means "Guardian." At Phylax Legacy Advisors, our mission is clear: We serve as trusted guardians, dedicated exclusively to helping protect and grow 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: Helping ensure your wealth and values seamlessly pass to future generations, maintaining your vision and intent.

Investment advisory services offered through Raymond James Financial Services Advisors Inc.  Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.   Phylax Legacy Advisors / Greenberg & Rapp Financial Group, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm

Find Phylax Legacy Advisors employees' phone numbers or email addresses

Phylax Legacy Advisors Global Highlights

North America
14

United States Of America
14

Phylax Legacy Advisors's Leadership

E. P.
Chief Operating Officer
Mobile Phone
Email
C. D. H.
Director
Mobile Phone
Email
K. M. J.
Director Of Case Design
Mobile Phone
Email
J. W.
Director
Mobile Phone
Email
K. M. J. C.
Director Of Case Design
Mobile Phone
Email
D. V.
Client Service Manager
Mobile Phone
Email
R. M. J.
Principal
Mobile Phone
Email
M. L.
Principal
Mobile Phone
Email

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 Info

Location

Last Update

E. P.
Chief Operating Officer
Mobile Phone
Email
United StatesFlorida
Oct 17, 2024
C. D. H.
Director
Mobile Phone
Email
United StatesFlorida
Nov 11, 2025
K. M. J.
Director Of Case Design
Mobile Phone
Email
United StatesFlorida
Jan 28, 2026
J. W.
Director
Mobile Phone
Email
Jul 09, 2024
K. M. J. C.
Director Of Case Design
Mobile Phone
Email
Oct 24, 2024
D. V.
Client Service Manager
Mobile Phone
Email
United StatesFlorida
Mar 24, 2026
R. M. J.
Principal
Mobile Phone
Email
United StatesFlorida
Oct 18, 2025
M. L.
Principal
Mobile Phone
Email
United StatesFlorida
Apr 17, 2025
M. J.
Principal
Mobile Phone
Email
UNITED STATES
Oct 10, 2025

Frequently Asked Questions

What is Phylax Legacy Advisors known for?

Phylax Legacy Advisors was founded in 1981 operates in the Financial Services industry. The company's main headquarters is located in 470 Columbia Drive Suite e West Palm Beach, Florida 33409 United States; 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?

Phylax 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?

Phylax Legacy Advisors has approximately 11 employees as of March 2026. These team members are located across 1 continents, including North America.

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

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

Chief Operating Officer: E. P.
Director: C. D. H.
Director Of Case Design: K. M. J.
Director: J. W.
Director Of Case Design: K. M. J. C.

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