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ST.	
  PETERSBURG,	
  Fla.	
  –	
  Financial	
  advisor	
  and	
  branch	
  manager	
  Phil	
  Eggers	
  recently	
  joined	
  Raymond	
  
James	
  Financial	
  Services	
  (RJFS)	
  –	
  the	
  firm’s	
  independent	
  broker/dealer	
  –	
  in	
  Plano,	
  Texas,	
  according	
  to	
  
Kirk	
  Bell,	
  Central	
  regional	
  director	
  for	
  RJFS.	
  Eggers	
  functions	
  as	
  Legacy	
  Retirement	
  Planning	
  (LRP),	
  an	
  
independent	
  firm,	
  with	
  securities	
  offered	
  through	
  Raymond	
  James	
  Financial	
  Services	
  Inc.,	
  member	
  
FINRA/SIPC.	
  
“When	
  Phil	
  explained	
  his	
  conservative	
  and	
  innovative	
  approach	
  to	
  advising,	
  I	
  knew	
  he	
  would	
  be	
  a	
  great	
  
fit	
  for	
  Raymond	
  James,”	
  said	
  Bell.	
  “We	
  need	
  advisors	
  like	
  Phil,	
  who	
  are	
  completely	
  focused	
  on	
  their	
  
clients	
  and	
  strongly	
  believe	
  in	
  their	
  practice	
  as	
  we	
  do.	
  We	
  are	
  so	
  glad	
  that	
  he	
  sought	
  to	
  partner	
  with	
  
Raymond	
  James,	
  and	
  have	
  high	
  hopes	
  for	
  his	
  continued	
  success.”	
  	
  
Eggers	
  and	
  his	
  office	
  manager,	
  Maggie	
  Moore,	
  come	
  to	
  Raymond	
  James	
  from	
  LPL	
  Financial,	
  where	
  he	
  
managed	
  more	
  than	
  $150	
  million	
  in	
  client	
  assets	
  and	
  had	
  revenues	
  of	
  over	
  $1.3	
  million.	
  	
  
“I	
  respected	
  the	
  stance	
  on	
  investing	
  and	
  managing	
  that	
  Raymond	
  James	
  takes	
  in	
  the	
  business,”	
  said	
  
Eggers.	
  “The	
  markets	
  are	
  so	
  volatile	
  these	
  days	
  that	
  the	
  conservative	
  nature	
  of	
  Raymond	
  James	
  was	
  very	
  
attractive.	
  It’s	
  good	
  to	
  be	
  a	
  part	
  of	
  a	
  firm	
  that	
  stays	
  stable	
  during	
  turbulent	
  times.”	
  	
  
“I	
  was	
  also	
  very	
  impressed	
  with	
  the	
  type	
  of	
  technology	
  and	
  support	
  that	
  Raymond	
  James	
  uses.	
  Both	
  will	
  
help	
  me	
  do	
  a	
  better	
  job	
  of	
  managing	
  assets	
  for	
  my	
  clients,	
  which	
  are	
  so	
  important	
  to	
  me.”	
  
A	
  24-­‐year	
  veteran,	
  Eggers	
  started	
  his	
  career	
  in	
  financial	
  services	
  in	
  1990	
  by	
  joining	
  Morgan	
  Stanley	
  after	
  
graduating	
  from	
  the	
  University	
  of	
  Nebraska	
  with	
  a	
  degree	
  in	
  business	
  administration.	
  Eggers	
  rose	
  to	
  
become	
  one	
  of	
  the	
  firm’s	
  youngest	
  vice	
  presidents.	
  After	
  working	
  at	
  Morgan	
  Stanley	
  for	
  eight	
  years,	
  
Eggers	
  decided	
  to	
  become	
  independent	
  in	
  1998.	
  Eggers	
  was	
  a	
  part	
  of	
  LPL	
  Financial	
  for	
  17	
  years	
  before	
  
deciding	
  to	
  join	
  Raymond	
  James	
  in	
  May.	
  
Eggers	
  is	
  very	
  active	
  in	
  the	
  organization	
  Angel	
  Flight,	
  a	
  nonprofit	
  consisting	
  of	
  pilots	
  and	
  volunteers	
  who	
  
transport	
  needy	
  medical	
  patients	
  who	
  could	
  not	
  afford	
  transportation	
  otherwise	
  to	
  their	
  care.	
  Eggers	
  
has	
  served	
  as	
  the	
  president	
  and	
  chairman	
  of	
  Angel	
  Flight,	
  and	
  enjoys	
  volunteering	
  to	
  transport	
  patients	
  
in	
  his	
  own	
  plane.	
  
	
  

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Phil Eggers Press Release

  • 1. ST.  PETERSBURG,  Fla.  –  Financial  advisor  and  branch  manager  Phil  Eggers  recently  joined  Raymond   James  Financial  Services  (RJFS)  –  the  firm’s  independent  broker/dealer  –  in  Plano,  Texas,  according  to   Kirk  Bell,  Central  regional  director  for  RJFS.  Eggers  functions  as  Legacy  Retirement  Planning  (LRP),  an   independent  firm,  with  securities  offered  through  Raymond  James  Financial  Services  Inc.,  member   FINRA/SIPC.   “When  Phil  explained  his  conservative  and  innovative  approach  to  advising,  I  knew  he  would  be  a  great   fit  for  Raymond  James,”  said  Bell.  “We  need  advisors  like  Phil,  who  are  completely  focused  on  their   clients  and  strongly  believe  in  their  practice  as  we  do.  We  are  so  glad  that  he  sought  to  partner  with   Raymond  James,  and  have  high  hopes  for  his  continued  success.”     Eggers  and  his  office  manager,  Maggie  Moore,  come  to  Raymond  James  from  LPL  Financial,  where  he   managed  more  than  $150  million  in  client  assets  and  had  revenues  of  over  $1.3  million.     “I  respected  the  stance  on  investing  and  managing  that  Raymond  James  takes  in  the  business,”  said   Eggers.  “The  markets  are  so  volatile  these  days  that  the  conservative  nature  of  Raymond  James  was  very   attractive.  It’s  good  to  be  a  part  of  a  firm  that  stays  stable  during  turbulent  times.”     “I  was  also  very  impressed  with  the  type  of  technology  and  support  that  Raymond  James  uses.  Both  will   help  me  do  a  better  job  of  managing  assets  for  my  clients,  which  are  so  important  to  me.”   A  24-­‐year  veteran,  Eggers  started  his  career  in  financial  services  in  1990  by  joining  Morgan  Stanley  after   graduating  from  the  University  of  Nebraska  with  a  degree  in  business  administration.  Eggers  rose  to   become  one  of  the  firm’s  youngest  vice  presidents.  After  working  at  Morgan  Stanley  for  eight  years,   Eggers  decided  to  become  independent  in  1998.  Eggers  was  a  part  of  LPL  Financial  for  17  years  before   deciding  to  join  Raymond  James  in  May.   Eggers  is  very  active  in  the  organization  Angel  Flight,  a  nonprofit  consisting  of  pilots  and  volunteers  who   transport  needy  medical  patients  who  could  not  afford  transportation  otherwise  to  their  care.  Eggers   has  served  as  the  president  and  chairman  of  Angel  Flight,  and  enjoys  volunteering  to  transport  patients   in  his  own  plane.