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Showing posts from June, 2020

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

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.

Phil Scott of Merrill Lynch: Excellent Reputation

Phil Scott is a managing director and private wealth manager at Merrill Lynch in Bellevue, Washington. For more than three decades, Scott has demonstrated a strong work ethic and unwavering commitment to client success.  Phil Scott, Merrill Lynch commits to designing comprehensive investment and wealth management solutions that fit client priorities while protecting, preserving, and growing their wealth. As a seasoned wealth management advisor with more than 30 years in the industry, Scott has earned national recognition and numerous performance-based awards throughout his career. Excellent Reputation With an accomplished career at Merrill Lynch and unwavering support from the local community, Phil Scott has developed a positive reputation in the greater Seattle area. With the help of his team, The Phil Scott Group , Scott advises high net worth clients on the best ways to manage and grow their wealth to ensure a secure financial future.  Scott provides each client with cus

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 .