Mark Phillips, Jr. Financial Services Professional NYLIFE Securities LLC

Mark Phillips, Jr. Financial Services Professional NYLIFE Securities LLC I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC. I graduated from Wofford College in 1996.

I became an agent with New York Life Insurance Company in 2012 and have worked in the financial services industry since 1996. I live with my wife and 3 kids in Polk County, NC, and am a proud member of the community. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended

periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. CA ins lic . Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

14960 Asheville Hwy
Suite 201
Gramling, SC 29348
828-817-5092

Tax season can feel overwhelming, but a few simple organizational strategies can go a long way. This article from the As...
04/09/2026

Tax season can feel overwhelming, but a few simple organizational strategies can go a long way. This article from the Associated Press covers the key steps to take before you finish filing:

https://bit.ly/4sWuh3X

And if tax season has you thinking about your broader financial picture, feel free to reach out. I’m here.

I do not provide tax advice. Please consult with your own tax advisor for tax advice.

A lot of people assume debt is something they'll leave behind when they retire. But Federal Reserve data tells a differe...
03/12/2026

A lot of people assume debt is something they'll leave behind when they retire. But Federal Reserve data tells a different story. This piece takes a close look at the types of debt retirees are carrying and some practical ways to manage it on a fixed income:

https://bit.ly/4ur5g1Z

If you have questions on financial and retirement strategies, I'd love to connect and talk it through.

Life insurance is a love that transcends language!
02/28/2026

Life insurance is a love that transcends language!

A common motivation behind the purchase of life insurance is love. People want to protect their loved ones.
02/27/2026

A common motivation behind the purchase of life insurance is love. People want to protect their loved ones.

Saving aggressively for early retirement sounds great in theory, but for one financial coach, it nearly cost him his mar...
02/26/2026

Saving aggressively for early retirement sounds great in theory, but for one financial coach, it nearly cost him his marriage. This CNBC article shares how he and his wife found a more balanced approach called "Coast FIRE," and how it's helped them prioritize both financial security and time together:

https://cnb.cx/4aXLQJl

If you're thinking about your own path to retirement, and how to enjoy the journey along the way, let's connect. I'd love to help.

You had me at life insurance.
02/25/2026

You had me at life insurance.

Life insurance is love insurance!
02/23/2026

Life insurance is love insurance!

02/23/2026

I’m proud to serve as both a financial professional and a financial educator. My goal: to make financial education more accessible to the people in our community.
If you’re involved with a business, nonprofit, or local organization, I’d love to explore how we can bring a complimentary workshop, one-on-one personal education sessions, and a Balance Wellbeing learning hub to your group. Reach out and let’s make it happen!

Stephen sadly lost his young wife to cancer. Her life insurance policy helped her family pull through. You're never too ...
02/20/2026

Stephen sadly lost his young wife to cancer. Her life insurance policy helped her family pull through. You're never too young to get life insurance and

You can't always predict the future, but you can give yourself and your loved ones peace of mind.
02/18/2026

You can't always predict the future, but you can give yourself and your loved ones peace of mind.

We could fill a book with all the ways life insurance shows your family you love them.
02/16/2026

We could fill a book with all the ways life insurance shows your family you love them.

Today is a moment to reflect on leadership, responsibility, and service — values that matter in every community and ever...
02/16/2026

Today is a moment to reflect on leadership, responsibility, and service — values that matter in every community and every generation.
Happy Presidents’ Day!

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Western NC/Upstate
Greenville, SC
28722

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