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Phil Scott, Merrill Lynch Professional: Complete Wealth Management

Phil Scott and the team at the Phil Scott Group provide more than asset management. A Merrill Lynch private wealth management advisor for more than 30 years, Scott delivers complete wealth management, going beyond investments to ensure each high net worth client has the tools, guidance and support needed to pursue their long-term financial goals.
 

Complete Wealth Management, world class experience

For Phil Scott and his Merrill Lynch wealth management team, complete wealth management means providing each client a world-class experience.

To ensure maximum performance, Scott delivers a variety of services aimed at preserving, deploying and growing each client’s wealth effectively, including:

  • Asset management
  • Financial planning
  • Cash-flow analysis
  • Estate planning & philanthropy
  • Private banking
  • Debt and liability management

A seasoned wealth manager and accomplished team leader, Scott is committed to delivering top-quality performance and service to every client he serves.