Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Since joining Merrill Lynch Wealth Management in 2009, Phillip’s mission has been to serve clients with the same effort and pride with which he served his country – in the U.S. Air Force. Now a retired officer, Phillip is devoted to empowering and lifting others in his professional and personal life, by offering advice, support and mentoring.
At The Kobelski Group, Phillip serves a growing circle of veterans transitioning to civilian life, accomplished professionals and business owners, as well as wealthy families. While diverse in their achievements, Phillip believes his clients appreciate the integrity and empathy of a seasoned financial professional. A patient and active listener, Phillip is fascinated by clients’ stories of success and overcoming obstacles.
Phillip measures his own success by his ability to help clients clarify and fulfill their visions of a meaningful life. His is passionate about cultivating long-term client relationships by providing an unexpected level of attention and a disciplined approach to investing. Reaching out in the community, Phillip also leads the firm’s Better Money Habits seminars through a local non-profit organization.
Prior to his wealth management career, Phillip spent 22 years on active duty as an officer the U.S Air Force – earning a Bachelor of Science degree in Mathematics and a Master’s degree in Finance and Economics. While at The U.S. Air Force Academy, he also played halfback and free safety on the varsity football team. Now retired from the military, Phillip finds special joy in seeing great design, playing guitar, writing, traveling, and anything stationary, especially fresh seafood.
Our experts examine the forces that are changing the world – and how they may impact your life
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.
Wealth Management Lending Officer
Bank of America, N.A.
Bank of America, N.A.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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.
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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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.