Phil Scott of Merrill Lynch: Customized Experience

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.”
Location: 1301 5th Ave, Seattle, WA 98101, USA

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