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Phil Scott, Merrill Lynch Professional: Strategies Built Around Your Priorities

Phil Scott has been with Merrill Lynch for more than three decades and has helped countless clients navigate the challenges that come with significant wealth.

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Phil Scott, Merrill Lynch Professional: Strategies Built Around Your Priorities

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  1. Phil Scott, Merrill Lynch Professional: Strategies Built Around Your Priorities

  2. Phil Scott is managing director of The Phil Scott Group, a team of Merrill Lynch wealth management professionals dedicated to helping high net worth individuals and families secure a more successful financial future.Scott and his team work closely with clients to develop wealth management strategies and financial plans centered on clients’ needs and goals and to ensure they can protect, deploy and grow their wealth effectively.

  3. Wealth Management Strategies Built Around Your PrioritiesPhil Scott has been with Merrill Lynch for more than three decades and has helped countless clients navigate the challenges that come with significant wealth.An expert in portfolio management and investing, Scott works to build wealth management strategies around his client’s unique priorities, including:* Managing healthcare costs now and in the future* Buying or selling a home* Transferring wealth to future generations* Starting or selling a business

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