Phil Scott: Merrill Lynch Advisor

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Phil Scott at Merrill Lynch customize wealth management strategies that go beyond asset management to help high net worth clients preserve, grow and transfer their wealth effectively.

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Presentation Transcript

Phil Scott: Merrill Lynch Advisor:

Phil Scott: Merrill Lynch Advisor

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Phil Scott and the Phil Scott Group at Merrill Lynch customize wealth management strategies that go beyond asset management to help high net worth clients preserve, grow and transfer their wealth effectively. From the start, Scott and his team take time to identify and prioritize what matters most to clients and design the approach that helps them stay informed while pursuing their long-term goals.

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Client Priorities are Key Each relationship Phil Scott and his Merrill Lynch team build begins with a conversation and taking the time to understand where each client’s wealth stands and where they would like it to be in the future. From there, Scott personalizes and implements the wealth management strategy that best aligns with the client’s unique goals to turn financial goals into reality.

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