Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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, 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.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Your advisor is a click away within our site or mobile apps
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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.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.