Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
"An inherent part of overseeing clients wealth is providing goals based advice to achieve long term objectives. No two clients have identical circumstances and aspirations. Therefore, our team provides advice and offers strategies tailored to each client, including individuals within our high net worth extended family relationships.”
Philip’s investment management career has spanned three decades, during which he has gained valuable experience at a number of leading financial firms. Philip was a director in the wealth and investment management division of another leading financial institution, has been a relationship manager and investment consultant for a major investment bank, and helped start the high net worth brokerage division of an international bank.
Since joining Merrill Lynch in 2014, Philip has enjoyed the opportunity to work directly with clients and their families, many he’s known for years. Philip earned an MBA in Finance from Baruch College, City University of New York and a Bachelor’s degree from State University of New York, Brockport.
Philip and his wife, Georgina, live in New York City. They are ardent supporters of the fine arts, theater, dance, and cultural institutions. They also enjoy boating, swimming, skiing, tennis, and golf.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
We along with your tax professional can help you understand how it might affect your investment strategy
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.