Barbara P. Phipps, JD*, CBEC, CRPC

Barbara began her career with Osaic FA (formerly known as Lincoln Financial Advisors) in 2001 in the Pittsburgh Regional Office. She relocated to South Florida in 2004. As an attorney in the National Planning Institute of Osaic FA, she is responsible for developing, designing and implementing financial planning on a national level. She is a Private Wealth Services Coach, mentoring other advisors on the holistic approach to financial planning; the “Serve First” philosophy.

Within Sagemark Consulting, Barbara focuses her practice on business succession, advanced estate planning, charitable giving and wealth preservation strategies. Barbara is a frequent speaker and contributor to Osaic FA conferences and forums.

Originally from Wilmington, DE, Barbara currently lives with her husband Don and daughter Emily in Lake Worth, FL.  The Phipps family loves to travel, attend art festivals, and spend time at the beach with their English Bulldog Bella.

Barbara is a graduate of the University of Delaware (BA), Wilmington University (MS) and Duquesne University School of Law. She has court admissions in Pennsylvania and New Jersey. Barbara holds the Series 7, 24 and 66 registrations and is licensed for Life, Health and Annuities.