2. Phil Scott has worked as a Merrill Lynch wealth
management advisor for more than three decades,
primarily as the leader and owner of The Phil Scott
Group. As a Merrill Lynch professional, Scott is
committed to pursuing the wealth management
strategies and financial plans that best help his clients
meet their financial goals, both now and into the future.
3. With his highly experienced background, Scott takes
time to get to know each client right from the start by
asking about their aspirations, current financial
situation and short- and long-term financial goals.
Whether he is working with an entrepreneur, business
owner or multi-generational family, Scott aims to map
out a custom wealth management strategy that puts his
clients on the best path to success.
4. So, whether you are worried about managing health
care expenses, preparing for your children’s education,
considering buying a new home or looking for the best
way to transfer your wealth to future generations, The
Phil Scott Group can help. Visit their website today to
find out more.