Scott and his team take time to identify and prioritize what matters most to clients and design the approach that helps them stay informed while pursuing their long-term goals.
Phil Scott takes a different approach to wealth management, providing world-class client experience and financial strategies customized around each client’s unique goals.
As an award-winning financial professional, Walter Schlaepfer has a longstanding career as a wealth management advisor with Merrill Lynch. He is the founder and leader of a Bellevue, Washington wealth management team, The Phil Scott Group, which is a top team within the firm
Walter Schlaepfer is a wealth management advisor, director and leader at Merrill Lynch. If you are ready to consider estate planning, a trained professional like Walter Schlaepfer might offer the following tips to get you started
Patrick Dwyer established the Dwyer Family Foundation in Miami, Florida to bring resources to education programs throughout the state. He is a Private Wealth Advisor for Boston Private, a recent move after twenty-six years as a top performer with Merrill Lynch. He and his team managed $3.8 billion, and from 2007 to 2019 he was listed in Forbes as one of America’s Top 250 Wealth Advisors. He sits on the governing board of Key Biscayne Community Foundation.
Daniella Rand Financial consultation has promoted a number of clients by providing them a free financial plan that is reviewed continuously without any cost by the team at The Rand Group Merrill.
Brodie Johnson is an independent entrepreneur, pursuing proprietary investment strategies. Now semi-retired, he served as the Director and Head of Residual Trading at Merrill Lynch, Pierce, Fenner and Smith. His residual trading desk implemented strategies that saved customers at least $400mm in preservation of tax benefits that would have expired. He attended Amherst College, from which he graduated cum laude in 1980 with a double major in English and Philosophy.
Experience with Merrill Lynch and Bank of America reveals the importance of risk management. Portfolio concepts such as the Capital Asset Pricing Model, Markowitz risk minimization, and Value at Risk, all begin with the measurement of the historical volatility of asset prices. In a recent presentation Brodie Johnson emphasized that while correlation and variance are essential risk measurements, the instability of these measures periodically results in unexpected large losses.
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“Now they can put their toes in the water,” said Tyler, vice president and financial adviser at Houston-based Hulburd/Tyler Group, a wealth management practice under the private banking and investment group at Merrill Lynch.
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Merrill Lynch Chemicals Conference March 19, 2003 Kevin DeNicola Senior Vice President and CFO Safe Harbor Language Lyondell Has Built a Balanced Portfolio The Recent ...
Merrill Lynch. Chemical Conference. Robert Blakely. Chief Financial Officer. March 20, 2002. Statements in this presentation relating to matters that are not ...
Merrill Lynch is a leading financial management and advisory company with a ... Merrill Lynch will award a merit-based fellowship to a minority student ...
Phil Monkress possesses recognized experience in winning large DOD, State, and International Government targets. He is an accomplished professional with brilliant experience.
Daniella Rand (Financial Advisor) earned higher education from the University of California, San Diego and she has several interests comprising world travel, trekking, personal training, music, and hiking. Her intelligence in this regard is par excellence.
Phil Monkress has incomparable management skills to strategize, direct, coordinate, and implement a number of new business opportunities with the US Government in the continental United States as well as abroad.
Phil Monkress also has incomparable leadership, team-building, and motivational skills. In the past 17 years, he has worked as Chief Executive Officer and Chief Operations Officer that led to the achievement of winning ten winning proposals. He is also known for his exceptional abilities to carry out the statistical analysis.
Previously, Phil Monkress served as a consultant team leader at KPMG from 1995 to 1999. KPMG is one of the largest professional services firms in the world and of the big four auditors.
Phil Monkress (All Points) possesses a potential set of expert planning, organizational progress and leadership abilities to produce reliably strong income, production and profit consequences.
Phil Monkress is an analytical thinker, understand details as well as the broader opportunities and implications. His experience has made him learn operational management skills with a wide breadth of experience with various state, federal and local business.
Phil Walnockis a native of Allentown, Pennsylvania and grew up in the Lehigh Valley, Pennsylvania area. He graduated from Northampton Area High School where he was very involved in athletics, such as baseball, basketball, and football.He receivedhis bachelor’s degree from East Stroudsburg University of Pennsylvania and then went on toearning his Master of Science in Management from Stevens Institute of Technology. He has also earned his Executive Graduate Certificate from LehighUniversity.
Phil Monkress also exhibited experience strategic planning and managed a team composed of various professionals and specialists in designing and implementing complex systems.
When Phil Walnock is not lending his expertise to the workplace, he can be found spending time with family. Phil Walnock is a loving husband and the proud father of two boys, with whom he loves to play sports with. The time he spends with family is the most precious to Phil Walnock each and every week. Phil Walnock's family means more to him than anything else and there is nothing that he would not do for them.
Phil Monkress being intelligent and having extraordinary skills work at many fields which includes Navy, NATO, KPMG and All points logistics. Being a Navy officer he serves as a planner in that time he performs his duties nicely and afterward he got the discharge from Navy he got the opportunity to join NATO at this he also serves his duty as planner backing the mission and operations.
Randall S Boll takes an active approach to collaboration with independent advisors and accountants from a wide array of disciplines. He has engineered innovative, compliance-first strategies that fundamentally transform an individual tax paradigm.
Phil Walnock loves to help his own children grow and succeed, and feels that he is a good role model for them due to his success. But, Phil Walnock is also called a role model by the children he has spent time coaching. He loves to make a difference in their lives, and Phil Walnock can do that by instilling a sense of sportsmanship and goal achievement in the youths that he coaches.
Phil Monkress also played a great role in the development of an unmatched analysis process of Market Strategy and Request for Proposal. This technique helps in highlighting and focusing on what is important in the area of compliance and response.
While working at the firm, Phil Monkress supported planning and strategy efforts of prudential preparing to go public by providing mission-critical applications.
Phil Monkress is a result-driven, dedicated, methodically detail-focused and determined professional with representative work ethic. He is known for offering the highest levels of truthfulness, initiative, ingenuity, diligence, and persistence to achieve goals.
Phil Monkress (All Points) also played a great role in the integration of IBM SDLC gateways, team member for designing, implementing and maintaining (data modeling), etc.
Phil Walnock is an ambitious professional who worked hard to earn a good education. He graduated from the East Stroudsburg University of Pennsylvania with a bachelor’s degree.
Phil Monkress (All Points) earned training from George Washington University and he is a Certified Project Management Professional (PMP). His other training and certifications include Boeing Executive Leadership, Systems Thinking and Simulation Modeling, The Seven Habits of Highly Effective People, Principle-Centered Leadership, Performance-Based Service Acquisitions-CSA, and CSA Service Contract Act Course.
Phil Monkress don’t ignore his education at the time when he was so busy in doing the official work because he believes that he will update his rank being more educated. In that time he got admitted in Valdosta State University where he chooses electrical engineering as his major subject.
Phil Walnock was born and raised in rural Pennsylvania. He is a telecommunications and electric utility professional with an extensive resume, working as a cable splicer, contract negotiator, vegetation manager, and senior operations executive over the years. When he isn’t working, Walnock enjoys boating, fishing, spending time outdoors and taking trips with his family. Their favorite vacation destination is Walt Disney World because it has something for everyone and guarantees families a positive experience every time.
Phil Lovin is an art lover who has a penchant for collecting handmade art, such as handmade pottery, wood carvings, etc. He loves to explore historical places; and read about & visit sites related to the American Revolution. Some of Phil’s other hobbies that keep him occupied during free time are: Hiking, Traveling, Exploring historical places, and Cooking. Phil Lovin is a devout Christian who is passionate about helping others overcome addiction and restore their lives. He has also been actively working with people in the field of addiction recovery and ministry. Phil is also an Admirer of the NPS.
Phil Walnock is an operations executive with many years of experience. He spent most of his career in the electric utility and telecommunications industries, respectively.
Phil Lovin is an advocate for animal rights, which includes their right to legal protection and freedom from any kind of abuse. Due to his deep concern for the safety, health, & psychological well-being of animals, he has done quite a lot of work in the area of animal advocacy.
Phil Lovin is a well-educated professional who holds a bachelor’s and a master’s degree in psychology. He has also received special education in counseling. A doctorate degree holder in theology and ministry (seminary), Phil was also a missionary in Kenya and the Philippines. He is a supporter of animal advocacy and is quite fond of the national park service. Phil Lovin has the experience of working with people in addiction recovery, business management, and ministry. He also used to work in the executive management of a retail company. Phil worked for REAP, NYC as Chief Chaplin and Volunteer Coordinator for three years.
Phil Lovin has worked for the last 3 years with REAP, NYC as the Chief Chaplin and Volunteer Coordinator. He is a well-educated professional. Phil Lovin has a bachelor’s and master’s degree in Psychology. He has a doctorate degree in theology and ministry (seminary) too. Phil has also received special education in counseling.
Phil Lovin is a well-experienced professional who has worked with REAP NYC as the Chief Chaplin and Volunteer Coordinator for the past three years. Phil deeply admires the work undertaken by The National Park Service in managing the conservation and historical properties in the US. Currently, Phil Lovin actively supports - The Great Smokey Mountain National Park & The Blue Ridge Parkway.
Credit Suisse has hired Chris Gaertner from Bank of America Merrill Lynch as a high-ranking technology banker, the firm announced in an internal memorandum obtained by DealBook on Tuesday.
Phil Lovin is a multi-faceted professional who has worked with REAP NYC as the Chief Chaplin and Volunteer Coordinator for the past three years. Phil Lovin really appreciates how The National Park Service has been managing the conservation and historical properties in the US since 1961. He wants commend them for all the initiatives they have taken over the years to maintain the ecological and historical integrity of various conservation and historical properties across the country.
Reach individuals with a HHI of $100k and $500k investable assets ... Warren Buffett Fortune, May 12, 2003. Total Journal for Total Merrill. Total Journal ...
Walter Schlaepfer takes a different approach to wealth management, looking beyond portfolio management to consider wealth in its totality, including potential challenges it can create for high net worth clients.
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