Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Philip Taxman joined Merrill Lynch Wealth Management in 1991. Philip assists a select group of affluent clients in strategic planning. Together with specialists within the different areas of Global Wealth Management, Philip offers clients a diverse range of services, including sophisticated retirement planning and a full complement of wealth preservation and transfer services. On February 15th, 2018, Philip was honored by Forbes Magazine as being added to their published list of 2018 Forbes "Best-In-State Wealth Advisors".
Phil enjoys spending time traveling to interesting places with his wife Maria, two grown daughters and two puggle dogs. He is an active supporter of Opera Theatre Company of St. Louis, The fabulous Saint Louis Zoo, and the National Children's Cancer Society. Phil is nationally recognized as an expert of Jaguar motor vehicles of which he is a collector, restorer, and vintage race car driver. In his free time he enjoys cycling, competitive volleyball, traveling to far away places and racing his vintage Jaguar XKE sports car and great road courses across North America.
Saint Louis University
Forbes' "America's Top State-by-State Advisors"
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Retail Sales Manager
Bank of America, N.A.
Bank of America, N.A.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.