Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
- Insurance3
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 guidance.
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.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
NMLS #1287258
Trust Specialist
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
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