Phil Scott, Merrill Lynch Wealth Management Advisor: An Approach that Works
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
in the years ahead.
Find out more about Scott and his team by visiting The Phil Scott
Group website today.
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