Now’s the time to have the bull at your back, with Merrill.

Now’s the time to have the bull at your back, with Merrill.

Merrill believes the future is bullish, even in the most unpredictable of markets. To see you through uncertainty and help you to find opportunities, we invite you to check out the latest investment insights from our Chief Investment Office.

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Philip Gottlick, CRPC

Vice President
Senior Financial Advisor
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Merrill Lynch
Wealth Management

As deeply experienced and passionate advocates for financial wellness, The Gottlick Group shares your priorities and wants to help you create a benefit experience that can help participants prepare for retirement and feel more prepared for their financial future.

Profile

Phil has earned the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning. Phil has a commitment to developing deep, long-lasting relationships with his clients becoming their trusted advisor. He provides innovative financial guidance as life situations change using Merrill's world class research and tools as added value. Phil's philosophy is built around his dedication to understanding client's individual needs, goals and objectives as well as high quality of service. His strong commitment to strategic estate and retirement planning services, regularly reviewing and servicing will keep your financial strategies consistent with any changes that may take place in your life and/or business. He can work collectively with your legal and tax professional advisors.

Phil received his Bachelor of Science Degree in Business Administration from Drexel University in Philadelphia, PA. He has over 30 years in the financial services industry working previously in New York City, London, England and currently Connecticut.

Phil resides in Madison, Connecticut with his four children. He is very active in the local Shoreline community. He enjoys coaching and officiating lacrosse and wrestling among many other endeavors.

Please contact Phil on 203-204-0707 or email him at Philip_Gottlick@ml.com for a complimentary review of your current financial situation and explore real strategies for any of your concerns.

*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

  • EDUCATION

    Drexel University

    Westfield High School

Professional Staff

Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.

Joseph Falcone

Credit Consultant

Bank of America, N.A.

NMLS #107267

Jeffrey Wiedmann

Wealth Strategist

Merrill

Brendan Duffy

Investment Solutions Group Portfolio Strategist

Bank of America, N.A.

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome


The Gottlick Group offers advice based on your goals and priorities– for yourself, your family, and your business. Our goals-based wealth management approach places the investor at the center of our focus, not the market. We can help you understand the pros and cons of every decision and maintain discipline so you can pursue your goals. As your needs or market conditions change, we will continue to work with you to agree upon adjustments to your investment approach.

Philosophy

Life is always changing and growing more complex. Your needs and priorities specific to your family, work, health and home are continuously evolving. And since your finances are so deeply connected with the rest of your life, an investment approach that is specific to your unique situations can be helpful. Even if you’re accustomed to managing your wealth on your own, you may find value in having a relationship with someone who understands your priorities and who has the knowledge and resources to help you make more informed decisions, no matter where in your life you are.

Approach

Helping you pursue your goals starts with getting to know you. We will work together to create a financial approach that reflects your investment personality and is built around your life priorities. My process offers a flexible framework we can call upon to help you identify and prioritize your personal and professional financial goals, including areas such as education funding or your lifestyle in the future. I offer potential solutions to provide the “fit” that may best serve your objectives, risk tolerance, time horizon and liquidity needs. I help you understand fees and expenses associated with your accounts.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Capabilities

My process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. My ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. I view myself as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

Focus On Individuals, Families and Small Businesses

I believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, I start by getting to know you and how you feel about the following seven life priorities.

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Staying on Track

We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.



Reviews to help you
stay on track

We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

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      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

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      Why Merrill?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


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      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.


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      No question too big or moment too small

      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.