Merrill Lynch’s Phil Scott: Wealth Planning

Phil Scott has over three decades of experience as a financial professional. He currently works as a wealth management advisor and managing director at Merrill Lynch, where he has been employed for over three decades. Scott has numerous awards, including being named one of “America’s Top 100 Financial Advisors” from 2014 to 2018. As the leader of The Phil Scott Group—one of the firm’s best-performing teams— Scott and his team advise ultra-affluent clients on the benefits and challenges of significant wealth.
Speaking with a team like Phil Scott and his group at Merrill Lynch can help clients better understand wealth planning now and in the future. Individual topics like investing or discussing wealth with adult children require different approaches based on each person’s financial situation. A deeper understanding of each topic is required to make the most beneficial decisions.

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