WEALTH ADVISOR

Wealth Advisor Donna McPhillips in Gainesville

Phone 352-854-4163
Fax 352-368-9633
Email donna.mcphillips@regions.com
Location Donna McPhillips is available by appointment at Archer Rd

For affluent individuals looking for personalized financial expertise, Regions Private Wealth Management provides a Wealth Advisor who will take an unbiased approach to designing a customized financial strategy, informed by institutional expertise, and tailored to your specific situation.

Donna McPhillips is a Wealth Advisor for Regions Private Wealth Management in Gainesville, FL who focuses not only on your immediate financial needs, but your complete financial picture to develop a comprehensive strategy to meet your goals.

Your Regions Wealth Advisor can bring a custom team of professionals together to help you maximize the return of your portfolio by helping you:

Evaluate your current situation
Set and prioritize your goals
Make informed decisions based on our analysis and recommendations
Implement your decisions by outlining action steps and facilitating the process
Monitor your progress and adjust to new situations

Additional Locations

Villages Financial Center

2385 Parr Drive
The Villages, FL 32162
Downtown Ocala

612 E. Silver Springs Boulevard
Ocala, FL 34470
Silver Springs Shores

9297 Maricamp Road
Ocala, FL 34472
East Ocala

2800 E. Silver Springs Boulevard
Ocala, FL 34470
Forest

451 S. Highway 314A
Silver Springs, FL 34488
Ocala Main

1700 SE 17th Street
Ocala, FL 34471
Paddock Park

3232 SW College Road
Ocala, FL 34474
Belleview Ocala

10715 SE U.S. Highway 441
Belleview, FL 34420
Millhopper

4100 NW 16th Boulevard
Gainesville, FL 32605
North Ocala

2734 Ne Jacksonville Road
Ocala, FL 34470
West 200 86Th Circle

10250 SW 86th Circle
Ocala, FL 34481
South Marion

17820 SE 112th Court Road
Summerfield, FL 34491
Northwest Ocala

4401 NW Blitchton Road
Ocala, FL 34482

Regions Investment Solutions is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: Click here to view Cetera Investment Services Privacy Policy and other Important Information. This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.

Check the background of this investment professional on FINRA's BrokerCheck.

This communication is provided for educational and general marketing purposes only and should not be construed as a recommendation or suggestion as to the advisability of acquiring, holding or disposing of a particular investment, nor should it be construed as a suggestion or indication that the particular investment or investment course of action described herein is appropriate for any specific retirement investor. In providing this communication, Regions is not undertaking to provide impartial investment advice or to five advice in a fiduciary capacity.

Regions Investment Services, Inc. is a wholly owned subsidiary of Regions Bank, which is a subsidiary of Regions Financial Corporation.

Regions Investment Solutions is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory Services are offered through Cetera Investment Advisers LLC. Neither Cetera Investment Services, nor Cetera Investment Advisers is an affiliate of Regions Bank. Regions Investment Solutions, 250 Riverchase Parkway East, Hoover, AL 35244. 1 (800) 598-9168.