Phil Scott of Merrill Lynch: It Begins with a Conversation

Merrill Lynch private wealth advisor Phil Scott has a clear vision: to provide each high net worth individual and family the world-class wealth management an experience they need to deploy, transfer, and grow their wealth effectively.

A dedicated private wealth advisor for more than 30 years, Scott works hard to provide wealth strategies that deliver exceptional investment performance and enable the pursuit of each client’s long-term financial objectives.

It begins with a conversation

Phil Scott and the Phil Scott Group at Merrill Lynch begin every new client relationship with a conversation, asking questions to understand each client’s financial goals. From this discussion, Scott and his team work to customize the wealth and investment strategy that puts the client on the best path to success.

Learn what a seasoned approach to holistic wealth management can do for your family. Visit the Phil Scott Group today.

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