Phil Scott, Merrill Lynch Wealth Management: An Approach that Works

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Phil Scott, Merrill Lynch Wealth Management An
Approach that Works
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Phil Scott takes a different approach to wealth
management, providing world-class client
experience and financial strategies customized
around each clients unique goals.As managing
director of The Phil Scott Group, Scott and his
team help high net worth clients navigate the
challenges of significant wealth through holistic
wealth management and financial plans that go far
beyond traditional portfolio management.
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An Approach that WorksA Merrill Lynch wealth
management advisor for more than 35 years, Phil
Scott provides complete wealth and investment
strategies that cover each aspect of his clients
financials, including Asset management
Financial planning Estate planning and
philanthropy Private banking Cash-flow
analysis Debt and liability management
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Phil Scott focuses on every clients needs and
helps build the financial roadmap aligned with
your unique goals. Learn more at The Phil Scott
Group.