Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Philip joined Merrill Lynch at the end of 2016 to better benefit his clients. He delivers personalized wealth management advice to a select number of individuals and families. He utilizes integrated planning strategies to help clients manage both sides of their personal balance sheets efficiently. After thoroughly understanding his clients’ investment personality and financial goals, he implements a customized plan tailored to their specific needs, including strategies for retirement planning, asset and liability management, tax and estate planning services, and life insurance analysis and funding. He collaborates with his partners throughout Merrill Lynch to regularly monitor his clients’ progress to achieving their goals, which he communicates to his clients in a thorough and consistent review process.
|By serving a limited number of clients, Philip can customize your wealth management to reflect who you are, where you hope to go, and which priorities matter most to you. Each relationship reflects the individuals he’s serving, and all clients can expect advice and guidance designed to help you:
1. Determine Where You Stand Today
Before charting a path to pursue your goals and preserve your wealth, Philip will analyze your current financial picture to uncover precisely where your journey begins.
2. Define Where You Hope to Go
Philip will spend time with you and your family to determine what you hope to accomplish with your wealth—so you can build and pursue goals-based wealth management.
3. Address Every Aspect of Your Financial Life
Through access to the firm’s sophisticated specialists and services, Philip will help you streamline and synchronize your wealth. From retirement and education funding strategies to estate planning services and beyond, his support goes over and above investing.
4. Prepare for the Future While Enjoying Your Preferred Lifestyle Today
Wealth management is a balance between future goals and current needs—and Philip is dedicated to helping you craft strategies that help you responsibly build the life you desire.
5. Reduce the Time You Devote to Wealth Management.
Philip will monitor your progress towards achieving your financial goals so you do not have to, allowing more time for you to spend with you friends and your family.
Philip joined Merrill Lynch December 2016. Prior to working at Merrill Lynch he worked at Leigh Baldwin & Co directly under the CEO. He graduated from Birmingham-Southern College in Birmingham, Alabama with a BS in Business Administration and was part of the men's lacrosse program and Simga Nu fraternity. He enjoys playing golf, coaching lacrosse, and traveling.
Our advisors and client associates are actively involved in the communities they serve. They devote significant time, energy and resources to help create positive change in the areas in which they live and work. Our team is enthusiastically involved with assisting charitable organizations such as the Special Olympics.
We along with your tax professional can help you understand how it might affect your investment strategy
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer NMLS # 482822
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.