Phil Scott, Merrill Lynch Private Wealth Advisor: Planning for the Future

Phil Scott and the Phil Scott Group at Merrill Lynch work closely with high net worth clients to build wealth strategies that empower long-term financial success.

For more than 30 years, Scott has dedicated his career to helping business owners, senior executives and entrepreneurs navigate the challenges of significant wealth and customize the approach that fits their unique priorities and goals.

Planning for the future

Each conversation with Phil Scott and his Merrill Lynch team begins with smart, hard questions designed to help understand where each client’s wealth stands and where the client would like it to be in the future.

From there, Scott designs an approach to help achieve long-term goals, providing a complete wealth and investment strategy to help maximize performance and ensure long-term financial security.

From asset management and financial planning to private banking and cash-flow analysis, Scott and his team offer a world-class wealth management experience.

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