Phil Scott is a director and wealth management advisor at Merrill Lynch with over 30 years of experience in the financial industry. He leads one of Merrill Lynch's top-performing teams, composed of experienced professionals who have worked together for over a decade. The Phil Scott Group is known as one of Merrill Lynch's top teams and specializes in working with high-net-worth individuals and families to explore financial priorities like healthcare, homes, wealth transfers, retirement, and philanthropy.
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.
