Phil Scott Merrill Lynch Advisor: Learning What Matters to Clients

1
Phil Scott Merrill Lynch Advisor
2

• Phil Scott and the Phil Scott Group at Merrill
  Lynch customize wealth management strategies that
  go beyond asset management to help high net worth
  clients preserve, grow and transfer their wealth
  effectively.
• From the start, 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.

3

• Client Priorities are Key
• Each relationship Phil Scott and his Merrill
  Lynch team build begins with a conversation and
  taking the time to understand where each clients
  wealth stands and where they would like it to be
  in the future.
• From there, Scott personalizes and implements
  the wealth management strategy that best aligns
  with the clients unique goals to turn financial
  goals into reality.