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Phil Scott of Merrill Lynch:
Exploring Priorities
Phil Scott is a director and wealth management
advisor at Merrill Lynch with more than three
decades of experience in the financial industry. He
has received numerous national awards for his
professional excellence, and currently leads one of
the firm’s top-performing teams. In his career, he
uses the leadership skills he gained from his time at
the U.S. Naval Academy. He is passionate about his
field, and his team is composed of professionals
with similar levels of experience, many of which
have been working together for more than a
decade.
The Phil Scott Group is known as one of Merrill Lynch’s
top-performing teams. They specialize in working with
high-net-worth individuals and families The team
begins the client relationship with an in-depth
conversation to explore financial priorities including
managing healthcare expenses, purchasing or upsizing
a home, transferring wealth to the next generation,
leisure and personal pursuits, philanthropy, retirement
and business.

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Phil Scott Merrill Lynch: Exploring Priorities

  • 1. Phil Scott of Merrill Lynch: Exploring Priorities
  • 2. Phil Scott is a director and wealth management advisor at Merrill Lynch with more than three decades of experience in the financial industry. He has received numerous national awards for his professional excellence, and currently leads one of the firm’s top-performing teams. In his career, he uses the leadership skills he gained from his time at the U.S. Naval Academy. He is passionate about his field, and his team is composed of professionals with similar levels of experience, many of which have been working together for more than a decade.
  • 3. The Phil Scott Group is known as one of Merrill Lynch’s top-performing teams. They specialize in working with high-net-worth individuals and families The team begins the client relationship with an in-depth conversation to explore financial priorities including managing healthcare expenses, purchasing or upsizing a home, transferring wealth to the next generation, leisure and personal pursuits, philanthropy, retirement and business.