Our Team

Photo of Boyd Phillips

Boyd Phillips, CLU®, CLTC

Financial Advisor

Boyd is principle and founder of Phillips Financial Group, a firm specializing in retirement funding, life insurance planning and estate conservation. Boyd’s specialties include advising families and businesses with problems faced when transferring assets from one generation to the next.

Boyd is a life member of the Million Dollar Round Table. MDRT is the Premier Association of Financial Professionals. It is an international, independent association of more than 35,000 members, or less than 1 percent, of the world’s most successful life insurance and financial services professionals from 476 companies in 76 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. Boyd was elected in 2006 to the Agents Advisory Council of New York Life, where he served a two year term, and holds the Chartered Life Underwriter® and Certified Long Term Care designations. He is a Presidents Council* agent with New York Life Insurance Company. Boyd currently serves as a Board Member of the Endowment Fund for the McDowell County Public Schools. He is President of the Marion Business Association.

Our Specialties

Retirement Funding, Estate Conservation, Business Succession Planning and Wealth Transfer Planning

Job Description

  • Finding, building and maintaining client relationships.
  • Meeting with clients, client advisors and referral sources providing creative answers to complex insurance and financial situations.
  • Follow up with clients via annual reviews, quarterly reports and informational workshops.
  • High touch client service, over-the-top staff service.

Personal background

Boyd grew up in the North Cove community of McDowell County. He graduated from McDowell High School in 1989. He went on to Forsyth Technical Community College and then graduated from North Carolina State University in 1994. Boyd enjoys skiing, golf, and camping with his wife Ashleigh and their four children Hannah, Luke, Seth, & Kedron.

Collage of Boyd and his wife on a hike

Photo of Catherine (CJ) Morris

Catherine (CJ) Morris

Planning Assistant

CJ Morris primarily assists Boyd with financial planning, which includes back-office support and analytics. She holds a bachelor’s degree in Business Administration and Law from Western Carolina University, where she was a recipient of their highest academic scholarship. Her prior experience includes working for an international investment firm in New York City.

*This is a New York Life sales production achievement
Phillips Financial Group is not owned or operated by New York Life Insurance Company or its affiliates.
CA Lic #0M70792