PHILADELPHIA – December 5, 2024 – Good Life Companies (Good Life), a leading RIA firm and partner to entrepreneurially-minded independent financial advisors nationwide, today announced that J. Phillip Passey, AAMS® has joined its network of financial advisors. Passey joins Good Life and broker-dealer LPL Financial from Raymond James.
Phillip Passey launched his independent practice, Pillar Financial Services, in Holly Springs, N.C. With 15 years of experience as a financial advisor, Passey has dedicated his career to serving and supporting his community. In 2015, he earned the Accredited Asset Management Specialist (AAMS®) designation, which required comprehensive coursework covering investments, insurance, tax strategies, retirement planning, and estate planning.
Phillip graduated from Southern Virginia University with a bachelor of arts degree in business management and finance. He currently holds Series 7, 63 and 66 licenses through LPL Financial, as well as licenses for life insurance, annuities and long-term care insurance to best serve his clients’ financial needs.
Passey said, “I chose to partner with Good Life and LPL because they perfectly align with my values and vision for growth and innovation. Through this partnership, I was able to establish Pillar Financial Services with a focus on putting clients first. Our competitive fee structure and advanced technology reflect our commitment to delivering exceptional service while maximizing value and efficiency for our clients.“
Conor Delaney, founder and CEO of Good Life, said, “We welcome Phillip to the Good Life community. He has built a successful career and is ready to take the next step into taking full control of his business by serving his clients with the care and choice they deserve. We look forward to working with Phillip and helping him build Pillar Financial Services into a community leader.”