Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Phil Moran has been in the financial services industry since 1984. In over 20 years with Merrill Lynch Wealth Management and Bank of America, Phil has held the position of Senior Vice President, Financial Advisor, in the Private Client division and Director, Client Relationship Manager, in the Institutional Equity Sales division of Global Banking and Markets. His extensive experience in institutional and individual client relationship management well positions his to provide professional advice and guidance.
Phil’s goal is to simplify and bring clarity to clients financial lives. He, along with the team, provide clients and their families a personalized approach to meeting to their needs and goals. We add additional value by actively monitoring progress towards the achievement of goals by conducting client meetings four times per year and make changes as needed. The client experience is of paramount importance and we strive to provide exceptional service.
Helping people navigate the financial aspects of divorce is an important area of focus for his practice. Phil has achieved the Certified Divorce Financial Analyst® (CDFA®) designation, awarded by the Institute for Divorce Financial Analysts™. He has received training which helps him to analyze the financial issues of a divorce and provide clients and attorneys with the data to strengthen their case. Following divorce, we offer customized planning services.
Phil is a Chairman of Fathers Forum, a Greenwich, CT based charitable organization focused on providing dads with information and skills to address the challenging issues faced in parenthood. He also enjoys coaching in local CYO and AAU athletic programs. Phil earned a Bachelor of Science degree at Tufts University. Originally from West Hartford, CT, he and his wife, Beth, now live in Larchmont, NY with their son, Kyle, and daughter, Emily.
*CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial Analysts™
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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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.
UHNW Insurance Specialist
Senior Wealth Management Lending Officer
Bank of America, N.A.
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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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.