Phil Scott, Formerly of Merrill Lynch: Focused on Client Success

Former Merrill Lynch professional Phil Scott is proud to help high net worth clients pursue their long-term financial goals. 

As managing director and wealth manager at First Republic Investment Management, Scott provides entrepreneurs, business leaders and multi-generational families customized wealth management solutions designed around their unique priorities to deploy, grow and transfer their wealth effectively. 

Helping clients succeed

Formerly of Merrill Lynch, Phil Scott and the team at The Phil Scott Group provide clients a world-class experience built on attentive service, support and expert guidance for deploying their wealth with care.

Named one of “America’s Top 100 Financial Advisors” and “Top Financial Advisors: State by State” by Barron’s for the fifth consecutive year, Scott delivers award-winning wealth management services focused on achieving and enabling financial success for years to come. 

Based in Bellevue, Washington, The Phil Scott Group works tirelessly to provide each client a more confident financial future. Learn more today. 

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