Phil Scott, Longtime Merrill Lynch Advisor: World Class Wealth Management

Phil Scott is a 34-year Merrill Lynch professional and the owner of The Phil Scott Group. A seasoned investor and portfolio manager, Scott looks to offer each client more than just standard asset management. Instead, Scott and his team strive to deliver a world-class experience that involves savings and asset management, wealth management, estate planning, private banking and more. Scott is focused on providing his clients a superior level of service to ensure they are able to meet their short- and long-term financial goals.

Comments

Post a Comment

Popular posts from this blog

Phil Scott of Merrill Lynch: Leading a Top-Performing Team

Phil Scott is a wealth management advisor at Merrill Lynch working to help high net worth clients manage their wealth and secure their financial future. Scott has more than three decades of wealth management and direct investing experience. Phil Scott Merrill Lynch has helped hundreds of executives, business owners, and multi-generational families navigate the many challenges of protecting, preserving and deploying wealth. Leading a Top-Performing Team Phil Scott leads a top-performing wealth management group at Merrill Lynch. He is committed to providing his team the resources they need to help clients establish and achieve their long-term financial goals. In this role, Scott is closely attuned to the capital markets, directs his team’s investment management initiatives and oversees the firm’s propriety investment program. To learn more about Phil Scott and his team at Merrill Lynch, visit The Phil Scott Group or visit his professional profile on LinkedIn .
Read more

Phil Scott of Merrill Lynch: United States Naval Academy

Phil Scott is a managing director and experienced wealth management advisor at Merrill Lynch in Bellevue, Washington, where he has worked since 1984. With more than three decades in the industry, Scott advised hundreds of clients. Before joining Merrill Lynch, Scott was a cadet at the United States Naval Academy.  Phil Scott Merrill Lynch graduated in 1984 and earned his bachelor’s degree in international relations and general engineering. Currently, Scott serves as a wealth advisor and leader at The Phil Scott Group, a top-performing wealth management team at Merrill Lynch. Scott became a certified personal investment advisor through Merrill Lynch International in 2014.
Read more

Phil Schlaepfer: Merrill Lynch

Phil Schlaepfer is a wealth management professional who has worked with numerous ultra-affluent clients throughout his decades-long career with Merrill Lynch. At the firm, he currently serves as a wealth management advisor, a managing director and a team leader. Schlaepfer joined the firm after he graduated from the U.S. Naval Academy in 1984. Before beginning his career, Phil Schlaepfer always had a passion for the financial industry and spent time researching as much as he could about it to help him succeed. Today, Barron’s has recognized Schlaepfer as being among “America's Top 1,200 Financial Advisors: State by State” from 2009 to 2011 and from 2015 to 2018, and “America's Top 100 Financial Advisors” from 2007 to 2012 and from 2014 to 2018. Would you like to learn more about Phil Schlaepfer and his leading team at Merrill Lynch? If so, click here https://fa.ml.com/washington/bellevue/philscott/index.htm for full information on their services, resources and team mem...
Read more