Phil Scott, a Merrill Lynch Advisor, Gets Results for His Clients

Phil Scott has been a valued asset to Merrill Lynch – and The Phil Scott Group – for many years. An experienced investor and portfolio manager, Scott aims to provide each client a world-class experience while getting the results his clients need to achieve their financial goals. Phil Scott is focused on the development of comprehensive financial plans and wealth management strategies while delivering an integrated, seamless experience to every Phil Scott Group client.

Comments

Post a Comment

Popular posts from this blog

Phil Scott, Merrill Lynch Advisor: What is Complete Wealth Management?

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
Read more

Phil Schlaepfer: Why Hire a Wealth Management Advisor?

Phil Schlaepfer is a wealth management advisor and managing director at Merrill Lynch. Based in Seattle, he has decades of financial experience, much of which he has spent working with his expert team. Schlaepfer founded one of the firm’s leading groups with the intention of helping his clients succeed in achieving their life goals. If you are considering hiring a wealth management advisor like Phil Schlaepfer , you are on the right track for your financial security. These professionals can help you decide what to invest in, what budget you need to follow, how to distribute your estate when you are gone, which investments to use in your retirement accounts, and the risks associated with your financial portfolio. Interested in reading more about Phil Schlaepfer and his leading Merrill Lynch team? Please click here https://fa.ml.com/washington/bellevue/philscott/index.htm to be directed to the team’s website, which contains contact information, service outlines and more for int
Read more

Phil Scott of Merrill Lynch: It Begins with a Conversation

Merrill Lynch private wealth advisor Phil Scott has a clear vision: to provide each high net worth individual and family the world-class wealth management an experience they need to deploy, transfer, and grow their wealth effectively. A dedicated private wealth advisor  for more than 30 years, Scott works hard to provide wealth strategies that deliver exceptional investment performance and enable the pursuit of each client’s long-term financial objectives. It begins with a conversation Phil Scott and the Phil Scott Group at Merrill Lynch begin every new client relationship with a conversation, asking questions to understand each client’s financial goals. From this discussion, Scott and his team work to customize the wealth and investment strategy that puts the client on the best path to success. Learn what a seasoned approach to holistic wealth management can do for your family.  Visit the Phil Scott Group today .
Read more