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.
Location: 10400 NE 4th St #2500, Bellevue, WA 98004, USA

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