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Inside ETFs
May 21 - 24
The Diplomat Beach ResortHollywood, Florida

Penny Phillips
President & Co-Founder at Journey Strategic Wealth


Penny Phillips has spent most of her career coaching and consulting financial advisors, business owners and wealth management institutions. She is a founding member of Journey Strategic Wealth and as President of the firm's corporate operations, is responsible for ensuring that all team members have the resources and tools they need to powerfully serve clients. 

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

She is an industry speaker and has spoken at industry conferences and events across the US and Canada. She runs a weekly YouTube series called Wednesday Wisdom. 

Penny is an advocate for the advancement of women in the financial services industry, and public education. She currently sits on the Board of her alma mater the Macaulay Honors College at CUNY. 

She has dual degrees in Economics and Corporate Finance and a certification in Advanced Behavioral Analysis. She is passionate about the financial advice business and is committed to helping this industry evolve to better serve clients. 

On a personal note, Penny was born and raised in NYC. She is of Greek descent, speaks fluent Greek and often jokes that her only hobby is spending time with her big fat Greek family

Agenda Sessions

  • The Convergence of WealthTech and Investment Management: The New “Efficient Frontier”