Penny Phillips

Bio

Penny Phillips has spent most of her career coaching and consulting financial advisors and institutions. She is the co-founder and President of Journey Strategic Wealth, a Registered Investment Adviser built for advisors seeking independence and hands-on practice management support.

Prior to founding Journey, Penny founded Thrivos Consulting, a practice management coaching company. She has worked in various leadership positions across the financial services industry and has authored multiple practice management training programs focused on helping financial advisors prepare for the next generation of wealth holder.

As an industry speaker and sought-after facilitator, she has spoken at financial services conferences across the US and Canada. She is a monthly contributor to Wealthmanagement.com and runs an advisor practice management community called The Study Group.

Penny was nominated for Thought Leader of the Year at the 2021 Wealth Management Industry Awards, and Innovator of the Year in 2022.

On a personal note, Penny is certified in Advanced Behavioral Analysis. She earned dual degrees in Economics and Corporate Finance from The Macaulay Honors College of New York. She was born and raised in New York City, is of Greek descent and speaks fluent Greek.

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