Reliable Services by a

Qualified Expert

Exclusively Engaged in the Appraisal of Residential Property in Monterey County for 43 Years

belle

Welcome to the Phillips Company

The Phillips Company is a real estate appraisal and consulting firm located in Monterey, California. Exclusively engaged in the appraisal of residential real property on the Monterey Peninsula, owner Nancy Phillips, SRA, has 45 years of appraisal experience.


Serving the Monterey Peninsula, the business focus is on addressing the needs of the legal community and their clients for such purposes as estate planning, gifting, estate tax, divorce, dispute resolution or litigation. Mrs. Phillips has provided expert witness testimony on multiple occasions. Besides testifying in court, litigation support providing a review of other experts' work is essential to help clients understand appraisal strengths and weaknesses, as well as compliance with industry standards and ethics in preparation for cross-examination.


Quality of education, proven experience, and a commitment to uphold the highest ethics and standards in the appraisal industry are the foundation of Mrs. Phillips' credentials.

NANCY PHILLIPS, SRA

  • Exclusively engaged in the appraisal of residential property in Monterey County for 43 years
  • Designated Member of the Appraisal Institute
  • California State Certified Residential Appraiser
  • Qualified as an expert witness

A lifelong Californian, Mrs. Phillips received a Bachelor of Arts in Economics from the University of California at Santa Barbara. As a designated member since 1982, she holds the SRA designation from the Appraisal Institute, a global appraisal organization. She is also licensed by the State of California as a Certified Residential Appraiser. Mrs. Phillips has held numerous elected and appointed positions within the Appraisal Institute and its predecessor organization, the American Institute of Real Estate Appraisers. National-level positions held include the Board of Directors, Vice Chairman of the Residential Appraiser Board, Assistant Chief Examiner - Appraisal Reports, and Vice Chairman of Candidate Guidance. She has also served as a Regional Committee member and has held leadership positions at the chapter level.

As a Pebble Beach resident, service on various Del Monte Forest boards has provided her with a unique experience as an appraiser. Such community endeavors include serving on the Del Monte Forest Architectural Review Board, ten years on the Land Use Advisory Committee to Monterey County for the Del Monte Forest, the Open Space Advisory Committee, and the Del Monte Forest Property Owners board.

plans 2 (002)

2020 recipient Claudia B. Carlton Legacy in Leadership Award

Presented to a female chapter member for outstanding leadership, accomplishment and/or support of the Northern California Chapter and the Appraisal Institute

Featured in Valuation Magazine Q1 2020

APPRAISAL SERVICES PROVIDED FOR

  • Expert witness testimony
  • Litigation support
  • Dissolution of marriage
  • Estate tax
  • Gift tax
  • Estate planning/distribution
  • Retrospective valuation
  • Partnership Settlement
  • Appraisal review
  • IRS disputes
  • Trusts
  • Property tax evaluation
  • Assessment appeal
  • Purchase and sale

CLIENTS

  • Law firms
  • Accounting firms
  • Governmental agencies
  • Individuals
  • Title companies
  • Financial institutions
  • Corporations

NANCY PHILLIPS, SRA

Exclusively engaged in the appraisal of residential property in Monterey County for over 43 years.

Designated Member of the Appraisal Institute California State Certified Residential Appraiser
Qualified as an expert witness