Broker Check
Barbara Phipps, JD*, CBEC®, CRPC®

Barbara Phipps, JD*, CBEC®, CRPC®

Sr. Consultant, Intellectual Capital, National Planning Institute

Barbara has been part of LFA’s planning team for over 22 years. In her role with Lincoln Financial Advisors, she collaborates with Financial Professionals to develop and design generational wealth management plans for their clients. Barbara’s focus is primarily on business succession, estate planning, and family wealth preservation.

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

Originally from Wilmington, DE, Barbara currently lives in Lake Worth, FL with her husband and daughter. She enjoys travelling, art festivals, and spending time on the beach with her family and English Bulldog.

* Licensed but not practicing on behalf of Lincoln Financial Advisors