Team Member

Jodi Phillips

Director of Client Services

Jodi Phillips began working for Naples Wealth Planning as our Director of Client Services in 2017. Jodi has a certificate in Computerized Accounting from Central Nine Vocational Tech.  She was an Office Manager for over 13 years for Lee Supply Corporation in Indianapolis, Indiana. 

She also worked for the United Way of Central Indiana as an Administrative Professional for 3 years and as Community Campaign Manager for the United Way of Lee, Hendry, Glades, and Okeechobee counties in Fort Myers Florida for the past 9 years. 

Jodi is performing much of the Office Manager tasks as well as providing exemplary customer service for all Naples Wealth Planning clients.

Services Offered


  • Medicare Supps
  • Life Insurance
  • Disability
  • Long Term Care


  • Brokerage and Trading
  • Managed Accounts


  • Roth IRA
  • Traditional IRA
  • Rollover IRA

College Planning

  • College Planning 529
  • College Savings Plan
  • Educational Savings Account

Small Business

  • 401(K)
  • Sep IRA
  • Simple IRA
  • Defined Benefit Plan
  • Business Investor Account
  • Buy/Sell Agreements


  • Private Placement Variable
  • Fixed Index
  • Single Premium
  • Deferred Income
  • Fixed Deferred


  • ETFs
  • Options
  • Mutual funds
  • Bonds, CDs & Fixed Income
  • International Stocks
  • Annuities
  • Insurance
  • Money Market Funds
  • Margin Loans
  • Cash Solutions

Trust and Estate

  • Trust Account
  • Estate Account