Uploaded on Jun 5, 2020
Phil Scott of Merrill Lynch - Helping Clients Reach Their Financial Goals
Phil Scott of Merrill Lynch - Helping Clients Reach Their Financial Goals
Phil Scott of Merrill Lynch: Helping Clients Reach Their Financial Goals
Phil Scott is the managing director of The Phil Scott Group, a top-performing
wealth management group at Merrill Lynch. With more than 30 years of investing
and portfolio management, Scott knows what high net worth clients need to
secure their financial futures. With a friendly and focused approach to client
services, Scott designs and develops unique strategies that fit each client’s long-
term financial goals.
Helping Clients Reach Their Financial Goals
Phil Scott has spent the last three decades serving as a wealth management
advisor at Merrill Lynch, where he has become an expert in helping high net
worth clients deploy, grow, steward, and transfer their wealth effectively. Phil
Scott Merrill Lynch understands how important it is to design a financial strategy
that fits each client’s unique needs.
To learn more about Phil Scott and his team at Merrill Lynch, visit The Phil Scott
Group or view his LinkedIn profile.
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