John McPhillips, Associate Vice President for Raymond James & Associates

John McPhillips, Associate Vice President for Raymond James & Associates Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.

Helping business owners, individuals and families organize, build, preserve, and transfer wealth through strategic planning, focused execution, and thoughtful evaluation. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities

and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm

Raymond James & Associates, Inc., member New York Stock Exchange/SIPC

As your financial picture evolves, so do the challenges that come with protecting it. Learn why a thoughtful approach to...
06/24/2026

As your financial picture evolves, so do the challenges that come with protecting it. Learn why a thoughtful approach to risk management, insurance and wealth planning becomes increasingly important as assets grow:

raymondjames.com

Financial education at an early age can help lay the groundwork for lifelong financial confidence. Learn strategies for ...
06/23/2026

Financial education at an early age can help lay the groundwork for lifelong financial confidence. Learn strategies for introducing age-appropriate money lessons that can make a lasting impact:

raymondjames.com

A 529 plan can be a very helpful saving tool when it comes to planning for education expenses. Understand the basics of ...
06/22/2026

A 529 plan can be a very helpful saving tool when it comes to planning for education expenses. Understand the basics of 529s and how they can work beyond just college savings.

raymondjames.com

Preparing for the unexpected can provide clarity for both you and the people who matter most. Discuss how thoughtful dis...
06/12/2026

Preparing for the unexpected can provide clarity for both you and the people who matter most. Discuss how thoughtful discussions and thorough documentation can help reduce uncertainty for loved ones in the future:

raymondjames.com

Most of us associate 529 accounts with college savings. They're flexible, allowing you to transfer assets to anyone for ...
06/11/2026

Most of us associate 529 accounts with college savings. They're flexible, allowing you to transfer assets to anyone for the purpose of furthering the education of your beneficiary. But did you know that a 529 can be a powerful estate planning tool, too?

raymondjames.com

To help create an effective retirement income plan, you should know these six things about Social Security survivor bene...
05/28/2026

To help create an effective retirement income plan, you should know these six things about Social Security survivor benefits:

raymondjames.com

A trustee plays a significant role in the well-being of your trust's beneficiaries. Learn why time, temperament and tenu...
05/25/2026

A trustee plays a significant role in the well-being of your trust's beneficiaries. Learn why time, temperament and tenure are important considerations when selecting a trustee to help carry out your long term financial intentions.

raymondjames.com

When building a tradition of giving, are some charitable vehicles too traditional? Explore the charitable choice between...
05/25/2026

When building a tradition of giving, are some charitable vehicles too traditional? Explore the charitable choice between private foundations and donor advised funds:

raymondjames.com

This Memorial Day, we honor and remember the heroes who gave everything in service to our nation.
05/25/2026

This Memorial Day, we honor and remember the heroes who gave everything in service to our nation.

05/21/2026

Record profitability, strong earnings and steady economic activity are supporting equity market momentum. Raymond James Chief Investment Officer Larry Adam shares why these factors are driving an updated S&P 500 year-end target.

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401 E Sonterra Boulevard , Ste 100
San Antonio, TX
78258

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

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