Phil Scott: Merrill Lynch Wealth Management Leader

Phil Scott is an experienced wealth management advisor at Merrill Lynch and the managing director and founder at The Phil Scott Group. A Barron’s “2019 Top 100 Financial Advisor,” Scott taps into his extensive experience in investing and portfolio management to help affluent clients grow and deploy their wealth. Scott’s team offers holistic wealth and investment services that include planning and asset management, estate planning, private banking, cash-flow analysis and more. 

Visit https://philscottmerrilllynch.blogspot.com/ to get latest updates:

Comments

Post a Comment

Popular posts from this blog

Phil Scott of Merrill Lynch: A Wealth of Experience

Image
Phil Scott has worked in wealth management and investing for more than three decades. A seasoned Merrill Lynch Wealth Management Advisor, Phil Scott capitalizes on this experience to provide ultra-affluent clients expert advice regarding the challenges and opportunities involved in the management of significant wealth. From entrepreneurs and business owners to multi-generational families, clients trust Phil and his team for the services they need to manage, protect and grow their wealth in the long-term. Phil Scott began his career with Merrill Lynch in 1984.      Visit http://philscottmerrilllynch.strikingly.com/ to know more about Phil Scott and his team. 
Read more

Phil Scott: Merrill Lynch Team Focus

Phil Scott is a Merrill Lynch Wealth Management Advisor with more than three decades of experience. Phil Scott is the Founder of the Phil Scott Group, and he’s received multiple national awards and recognitions for excellence. Phil has deep experience in market evaluation, market outlook, portfolio design, risk assessment and asset allocation. “I founded my team with one focus,” wrote Merrill Lynch’s Phil Scott , “which is to help clients succeed in pursuing their life goals. By maintaining that focus, my team and I have been privileged to advise a highly accomplished clientele – each with unique needs and priorities. I’ve always believed that our team’s success is directly founded on client success. By centering our work on each client, we’ve fostered a culture of consistency, continuity and excellence that I believe are the hallmarks of our team.” Visit https://medium.com/@PhilScottML/phil-scott-of-merrill-lynch-top-financial-advisor-ac3852ee35f1 to know more detail info abou...
Read more

Phil Scott of Merrill Lynch: Creating Customized Strategies

The Phil Scott Group, a top-performing wealth management team at Merrill Lynch, works directly with high net worth clients to understand and achieve their financial objectives. Phil Scott is a veteran wealth management advisor with more than three decades of experience. Scott leads a team of advisors that strives to understand each client’s unique needs and customizes a holistic wealth management strategy that fits their priorities. Creating Customized Strategies Phil Scott, Merrill Lynch and his team focus on understanding each client’s financial priorities, such as buying, selling, or remodeling a home, starting or selling a business, managing current and future healthcare costs, contributing to philanthropic endeavors and ensuring the financial security of their family. Scott and his team understand that each client has their own unique financial goals, and they strive to create customized strategies to fit each client’s needs and priorities. Learn more about The Phil Scot...
Read more