Linnie Phebus |
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| Senior Vice President | |||
| Frost Wealth Advisors | |||
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United States |
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About Linnie Phebus
Providing clients with sage and reliable investment advice for 20 years, as Senior Vice President of Frost Wealth Advisors, Linnie Phebus maintains a client retention rate of 95%. Ms. Phebus assists clients by working in conjunction with private bankers, certified public accountants (CPAs), and estate planning attorneys. As a Certified Fund Specialist and Certified Financial Planner helping high net-worth individuals to make smart decisions about their money, Linnie Phebus also aids corporations with excess cash, consulting on treasury management alternatives. She has continued to achieve an annual average of $10 million in new asset acquisitions, and has currently reached $38 million as of the fall of 2011.
Linnie Phebus achieved her financial investment certification while working in a variety of increasingly important roles for H.D. Vest Investment Services, in Irving, Texas. As a Financial Planning Senior Manager, Ms. Phebus was responsible for proprietary fee products, as well as training other employees in money management services, mutual funds, unit investment trusts, estate planning, retirement planning, and insurance.
An Austin-area resident, Linnie Phebus enjoys time with family and training for competition in 5K and triathlon events. A contributor to a number of area charities, she also enjoys participation in the PTA and fund-raising for upcoming school sporting events.
Linnie Phebus Links
