Phil Scott, former professional at Merrill Lynch

To Phil Scott, a Merrill Lynch advisor and the leader of The Phil Scott Group, complete wealth and investment management involves approaching client wealth from a big-picture perspective. This approach can include anything from portfolio management and financial planning to private banking, estate planning and philanthropy, debt and liability management, cash-flow analysis, client reviews, educational programs and more. This holistic approach to wealth management serves as the foundation of The Phil Scott Group’s services and is just one of the reasons why his company continues to be one of the top wealth management teams in the Greater Seattle area. Also read: https://medium.com/@PhilScottML/phil-scott-of-merrill-lynch-top-financial-advisor-ac3852ee35f1

Phil Scott, wealth management advisor with Merrill Lynch, prefers taking a holistic view to wealth management. His approach involves not only portfolio and investment management, but also having a big-picture perspective that analyzes and assesses any factors that impact his clients’ current and future wealth. The Phil Scott Group offers complete investment and wealth management services, including portfolio management, financial planning, debt and liability management, cash-flow analysis, estate planning and more. In offering a variety of services, The Phil Scott Group is better able to customize strategies that best pave the way to their clients’ unique financial goals. Scott and his Merrill Lynch team are focused on offering next-level customer service while providing the value only a world-class client experience can deliver. Scott and his colleagues are committed to spending the time needed to understand how best to deploy, preserve and manage a client’s wealth now and

Phil Scott graduated from the United States Naval Academy prior to his career as a Wealth Management Advisor with Merrill Lynch in 1984. Today, he applies the tenets of leadership, discipline, hard work and teamwork that he learned in the Navy to his team leadership of the Phil Scott Group, where he has   earned an outstanding reputation as a result. “Our process is designed to deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond portfolio management,” explained the Phil Scott Group. “Our ability to provide access to the investment insights of Merrill Lynch and the banking convenience of Bank of America offers a way for clients to manage all of the pieces of their financial lives. We can be a financial resource, helping clients with the process of transferring wealth to the younger generation.”

Phil Scott has worked in wealth management and investing for more than three decades. A seasoned Merrill Lynch Wealth Management Advisor, Phil Scott capitalizes on this experience to provide ultra-affluent clients expert advice regarding the challenges and opportunities involved in the management of significant wealth. From entrepreneurs and business owners to multi-generational families, clients trust Phil and his team for the services they need to manage, protect and grow their wealth in the long-term. Phil Scott began his career with Merrill Lynch in 1984.      Visit http://philscottmerrilllynch.strikingly.com/ to know more about Phil Scott and his team. 

Phil Scott is an award-winning Managing Director and Wealth Management Advisor with Merrill Lynch, where he’s worked since 1984. Phil Scott is passionate about all things investing and loves that his career gives him the opportunity to help people manage their wealth and secure their futures. Phil was recently named in the Barron’s 2018 Top 1,200 Financial Advisors by State as second in the state of Washington and in in the Barron’s 2018 Top 100 Financial Advisors as forty-fifth in the nation.  Also read: https://www.wattpad.com/600134865-phil-scott-merrill-lynch-one-of-america%27s-top