JOHN MCPHILLIPS
Raymond James & Associates
As a Certified Exit Planning Advisor (CEPA®), John McPhillips is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=John McPhillips - - Raymond James & Associates - Fair Oaks Ranch, Texas, city=Fair Oaks Ranch, display_country=United States, hs_object_source_detail_1=Find a CEPA (July 2025), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=john-mcphillips, lname=McPhillips, hs_object_source_id=enrollmentId:1824483021664;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20JULY%202025/MCPHILLIPS-JOHN-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-July-2025.pdf, hs_createdate=1754055794504, cohortium_profile_title=John McPhillips | Financial Advisor at Raymond James & Associates | CEPA Connect Member, state=Texas, id=31760840366, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | John McPhillips, email=john.mcphillips@raymondjames.com, cohortium_meta_description=Connect with John McPhillips, a specialized Financial Advisor working with Raymond James & Associates based in Texas., associated_contact_record_id=95696691825, website=www.raymondjames.com/johnmcphillips, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20JULY%202025/9741_McPhillips_CEPA-Certificate-2025-July.pdf, is_editable=editable, url_slug_2=john-mcphillips, impersonate_user_url=https://exit-planning-institute.org/member-detail/john-mcphillips?impersonation=true, full_name=John McPhillips, hs_lastmodifieddate=1764932324668, phone=+12105199939, company_name=Raymond James & Associates, name=John, hs_object_id=31760840366, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=78015, status=Published, hs_updated_by_user_id=78050139}
- Advisor Type: Financial Advisor
- Website:
https://www.raymondjames.com/johnmcphillips - Phone: +12105199939
- City: Fair Oaks Ranch
- State: Texas
- Postal Code: 78015
- Country: United States
- Designations:
- Markets Served:
- Company Name: Raymond James & Associates
