Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
45 WILLIAM STREET
WELLESLEY HILLS, MA 02481
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"If you know better, you do better." - Maya Angelou
Inspired by the words of the late poet Maya Angelou, Philip Blackett has made it his mission to give better advice to help his clients, friends and family reduce financial stress and enjoy life more, on a journey together. He believes that if you are given better advice, you are then educated and empowered to make better decisions to live better lives. After building a solid financial foundation for his family, Philip wants to do the same for others and their loved ones as their trusted financial advisor.
Philip loves to understand his clients, their stories and what's important to them in their lives. He deeply desires in helping them succeed in happily reaching their goals. He focuses on delivering a comprehensive approach to investment planning and wealth management that begins with listening to a client's needs and helping them ensure every strategy is grounded in understanding what each client wants to achieve. After working together with his clients to create a financial strategy to achieve their goals, Philip provides them with access to the investment insights of Merrill Lynch and the banking convenience of Bank of America to help address the various aspects of his clients' financial lives throughout their lifetimes.
He is driven by his passion for delivering excellent service, building friendly relationships with his clients as part of their everyday lives, and helping his clients achieve & celebrate their personal and business goals, while being generous and supportive of their families and communities, along with helping educate the next generation on financial literacy towards empowering them to become financial stewards of their families' finances and wealth.
Before starting his practice as a Financial Advisor, Philip served as the Dean of Operations for Excel Academy Charter School that educated over 200 students in grades 5-8. He has also worked at Search Fund Accelerator, where he searched for a privately held business to acquire and lead as its CEO afterwards.
Back in his hometown of Memphis, TN, Philip spent 3 years at FedEx Corporation, where he advised 3 senior Marketing executives on internal communications and served on the Global Citizenship team planning and executing several of the company's corporate social responsibility projects in Disaster Relief, Diversity, Education, Environment Sustainability, and Pedestrian Safety. He first worked as an Equity Research Analyst for Goldman Sachs, where his Small / Mid Cap team covered over 100 stocks across 10 industries for institutional investors.
Philip has a Massachusetts insurance in life, health and variable annuities, and he also holds Series 7 and 66 FINRA registrations.
He earned his MBA from Harvard Business School, where he served as Co-President of the Social Enterprise Club. He obtained his college degree in Political Science and Economics from the University of North Carolina at Chapel Hill as a Morehead-Cain scholar.
Philip lives in Brookline, MA with his wife, Mayra, and their twin daughters, Sofia and Elizabeth. In his free time, Philip enjoys spending time with his family and friends, cheering for his Tar Heels, learning how to speak fluently in French, Spanish and Portuguese, and further developing into a better husband, father and advisor.
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as Alpha Phi Alpha Fraternity, Inc., Boston Carolina Club, Boston Children's Hospital, City on a Hill Church, Harvard Business School African American Alumni Association, Junior Achievement, Management Leadership for Tomorrow, Morehead-Cain Foundation, YearUp . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.
Harvard Business School
University of North Carolina at Chapel Hill
Personalized advice, disciplined investing and ongoing review can make this a reality.
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 Banking Specialist
Senior Wealth Management Lending Officer NMLS # 482844
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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Your advisor is a click away within our site or mobile apps
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*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. Merrill Lynch Wealth Management 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 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.