Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
As a CERTIFIED FINANCIAL PLANNER™ professional, Philip's sole mission is to help you achieve your financial goals. He does that by first defining your financial goals and determining the best way for you to achieve them with the least amount of risk possible. Philip's areas of focus are:
• Unwinding concentrated stock positions efficiently
• Building wealth
• Retirement planning
• Estate planning services for family and charitable needs
Philip Y. Paul, CFP® is a member of a highly professional team that works together to provide you with superior attentive service on an ongoing basis. As an advisory based practice, the team prides themselves on the service they provide their clients. Each client is reached out to on a monthly basis to help make sure the strategies put in place continue to line up with clients' needs. There are numerous specialists at the team's disposal from lending, insurance, investment research, retirement planning, and many other financial areas available and can access their expertise as our client's needs arise.
After graduating Hofstra's Zarb School of Business, Philip started in wealth management in 2004 and achieved the CERTIFIED FINANCIAL PLANNER™ certification in 2011. In 2017 Philip completed a Masters' Degree in Taxation with concentrations in Estates, Gifts, and Trusts.
In his personal time, Philip enjoys spending time with his wife and young daughter cooking and perfecting recipes together. Philip also enjoys weightlifting, playing golf, and spending time with his local Jewish community.
Please connect with Philip Y. Paul, CFP® if you are looking to expand your network, add value to your own connections, or if you are looking for wealth management services for yourself or clients.
Fairleigh Dickinson University
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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.
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.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
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Your advisor is a click away through our Secure Inbox and texting application
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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.