Our Team : Phillips Financial Group, LLC | Marion, NC

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 builds and maintains client relationships by providing high-touch service. This includes providing creative answers to complex insurance and financial situations and following up with clients via annual reviews.

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, on which he served a two-year term, and holds the Chartered Life Underwriter® and Certified Long Term Care designations. He is a Chairmans 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, and previously served as President of Marion Business Association.

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, hiking, and camping with his four children Hannah, Luke, Seth, & Kedron.

Collage of Boyd family outdoors

Photo of Catherine (CJ) Morris

Catherine (CJ) Morris

Associate Financial Advisor

CJ Morris has been with Phillips Financial Group since August 2020. CJ is licensed in Life and Health insurance. 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. Outside of work, CJ likes to snowboard, travel, and go for hikes with her dog Knox.


*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