PROFESSIONAL PROFILE

Phil Caso is a First Vice President, Senior Resident Director and Wealth Management Advisor who joined Merrill Lynch in 1989, with 20+ years financial services experience. A graduate of New York University, he is active in numerous civic, charitable and professional organizations. He has served as Vice Chairman of the City of Hollywood, Florida Budget Advisory Board and Chairman of Sister Cities International Hollywood, FL. He is a Certified Financial Manager (CFM)and Wealth Management Advisor (WMA).Phil works with individuals to plan and implement unique financial strategies to manage risk, investments, personal and business assets, and prefers to work with clients in a fee based practice, without commissions.