Phil Scott, Merrill Lynch Professional: Strategies Built Around Your Priorities - PowerPoint PPT Presentation

About This Presentation
Title:

Phil Scott, Merrill Lynch Professional: Strategies Built Around Your Priorities

Description:

Phil Scott has been with Merrill Lynch for more than three decades and has helped countless clients navigate the challenges that come with significant wealth. – PowerPoint PPT presentation

Number of Views:10
Slides: 4
Provided by: philscottml
Category: Other
Tags:

less

Transcript and Presenter's Notes

Title: Phil Scott, Merrill Lynch Professional: Strategies Built Around Your Priorities


1
Phil Scott, Merrill Lynch Professional
Strategies Built Around Your Priorities
2
Phil Scott is managing director of The Phil Scott
Group, a team of Merrill Lynch wealth management
professionals dedicated to helping high net worth
individuals and families secure a more successful
financial future.Scott and his team work closely
with clients to develop wealth management
strategies and financial plans centered on
clients needs and goals and to ensure they can
protect, deploy and grow their wealth effectively.
3
Wealth Management Strategies Built Around Your
PrioritiesPhil Scott has been with Merrill Lynch
for more than three decades and has helped
countless clients navigate the challenges that
come with significant wealth.An expert in
portfolio management and investing, Scott works
to build wealth management strategies around his
clients unique priorities, including
Managing healthcare costs now and in the future
Buying or selling a home Transferring
wealth to future generations Starting or
selling a business
Write a Comment
User Comments (0)
About PowerShow.com