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Phil Scott, Formerly of Merrill Lynch: Focused on Client Success

Former Merrill Lynch professional Phil Scott is proud to help high net worth clients pursue their long-term financial goals.  As managing director and wealth manager at First Republic Investment Management, Scott provides entrepreneurs, business leaders and multi-generational families customized wealth management solutions designed around their unique priorities to deploy, grow and transfer their wealth effectively.  Helping clients succeed Formerly of Merrill Lynch, Phil Scott and the team at The Phil Scott Group provide clients a world-class experience built on attentive service, support and expert guidance for deploying their wealth with care. Named one of “ America’s Top 100 Financial Advisors ” and “ Top Financial Advisors: State by State ” by Barron’s for the fifth consecutive year, Scott delivers award-winning wealth management services focused on achieving and enabling financial success for years to come.  Based in Bellevue, Washington, The Phil Scott Group works ti
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Phil Scott, Merrill Lynch Private Wealth Advisor: Planning for the Future

Phil Scott and the Phil Scott Group at Merrill Lynch work closely with high net worth clients to build wealth strategies that empower long-term financial success. For more than 30 years, Scott has dedicated his career to helping business owners, senior executives and entrepreneurs navigate the challenges of significant wealth and customize the approach that fits their unique priorities and goals. Planning for the future Each conversation with Phil Scott and his Merrill Lynch team begins with smart, hard questions designed to help understand where each client’s wealth stands and where the client would like it to be in the future. From there, Scott designs an approach to help achieve long-term goals, providing a complete wealth and investment strategy to help maximize performance and ensure long-term financial security. From asset management and financial planning to private banking and cash-flow analysis, Scott and his team offer a world-class wealth management experience.
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Phil Scott Merrill Lynch: Mission and Focus of the Schlaepfer Family Foundation

As a seasoned private wealth advisor at Merrill Lynch, Phil Scott works closely with high net worth clients to build strategies that manage and grow their wealth effectively. As founder at The Schlaepfer Family Foundation , Scott and his family support local causes sharing their commitment to service, sacrifice and self-improvement, tenets the family values as essential to the success of our country and the local community. Mission and focus of the Schlaepfer Family Foundation Established in February 2020, the Schlaepfer Family Foundation offers support to local organizations that: ·          Empower driven young people through educational and extracurricular opportunities ·          Support and honor individuals and families who have served our country ·          Advance policies based on the principles of individual liberty and free enterprise Based in Bellevue, Washington, The Schlaepfer Family Foundation operates on the core values of service, self-improvement and f
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Phil Scott of Merrill Lynch: It Begins with a Conversation

Merrill Lynch private wealth advisor Phil Scott has a clear vision: to provide each high net worth individual and family the world-class wealth management an experience they need to deploy, transfer, and grow their wealth effectively. A dedicated private wealth advisor  for more than 30 years, Scott works hard to provide wealth strategies that deliver exceptional investment performance and enable the pursuit of each client’s long-term financial objectives. It begins with a conversation Phil Scott and the Phil Scott Group at Merrill Lynch begin every new client relationship with a conversation, asking questions to understand each client’s financial goals. From this discussion, Scott and his team work to customize the wealth and investment strategy that puts the client on the best path to success. Learn what a seasoned approach to holistic wealth management can do for your family.  Visit the Phil Scott Group today .
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Phil Scott of Merrill Lynch: Creating Customized Strategies

The Phil Scott Group, a top-performing wealth management team at Merrill Lynch, works directly with high net worth clients to understand and achieve their financial objectives. Phil Scott is a veteran wealth management advisor with more than three decades of experience. Scott leads a team of advisors that strives to understand each client’s unique needs and customizes a holistic wealth management strategy that fits their priorities. Creating Customized Strategies Phil Scott, Merrill Lynch and his team focus on understanding each client’s financial priorities, such as buying, selling, or remodeling a home, starting or selling a business, managing current and future healthcare costs, contributing to philanthropic endeavors and ensuring the financial security of their family. Scott and his team understand that each client has their own unique financial goals, and they strive to create customized strategies to fit each client’s needs and priorities. Learn more about The Phil Scot
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