Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Chase Phillips focuses on developing and implementing advanced financial strategies for families, businesses, and individuals, including those with long term disabilities and special needs. Starting with Merrill Lynch in 2008, Chase concentrates on clients’ primary concerns: preservation of capital, tax minimization, and lifetime cash flow needs. To help ensure that customized strategies are developed for his clients, Chase works in conjunction with families’ Estate Attorneys and CPAs to establish multi-generational wealth strategies, frequently in tandem with philanthropic techniques. In addition, Chase's practice has a specific focus on improving the financial well-being of individuals living with special needs regardless of their age or disability. This includes customized financial strategies for families with special needs loved ones, including; Special Needs Trusts, Pooled Special Needs Trusts, Conservatorships, Guardianships, Charitable Trusts, Generational Skipping Trusts and a variety of Family Trusts. In 2017 Chase was recognized by Forbes/Shook as one of "America's Top Next-Generation Wealth Advisors"
Chase graduated from The University of Wisconsin-Madison with a BA in History. While at Wisconsin, Chase a member of the Men’s rowing team where he was the coxswain of the Men’s Varsity 8. He was also selected to the 2005 and 2006 United States National rowing team where he represented the USA at two World Rowing Championships in Japan and Belgium; bringing home a bronze medal for the USA in 2005. He volunteers at Quality Trust for Individuals with Disabilities where he sits on the board as chairman. Quality Trust is an independent, non-profit advocacy organization focused on improving the lives of children and adults with disabilities and their families. Chase also serves on the Investment Committee for Children's National Medical Center in Washington, DC. He resides in Arlington, VA with his wife, Beth Roszkowski, daughter, Grace and son, James.
University of Wisconsin-Madison
Woodbridge Senior High School
Learn more about the highly engaging podcast series from Merrill Lynch
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.