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 Scott Group at Merrill Lynch today.

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