Phil is a Managing Director and Private Wealth Advisor at Merrill Private Wealth Management. Phil has been a professional in the field of High Net Worth Client Management since 1994. Prior to joining Merrill in 2000, Phil was a Vice President in the Private Client Services Group at Goldman Sachs. He is a Certified Private Wealth Advisor® professional, and has been trained at the Money, Meaning, and Choices Institute in San Francisco. He also served on the Board of the Coral Reef Alliance.
Phil is ranked among the Top 250 Advisors in America by Forbes/Shook* for 2016-2019; among the Forbes Best-in- State 2018, 2019, and 2020; among the Top 400 Advisors in America by the Financial Times in 2016; among the Top 100 Advisors in America by Registered Rep. for 2010-2016; and ranked among the Top 1200 Advisor’s in America, & Top 100 Advisor's in California, by Barron’s for 2012 -2019**.
Phil earned his PhD at the University of California at San Diego in Cellular and Molecular Biology. His postdoctoral work was conducted at the University of California at San Francisco, where he was a Fellow of the Cancer Research Institute. His graduate and postdoctoral works have been published in several journals including: Science, The Journal of Cellular Biology and the Journal of Clinical Investigation. Phil earned his B.S. in Biochemistry and his M.A. in Plant Biology from Binghamton University in New York.
Working with the Merrill Center for Family Wealth Dynamics and Governance™, Phil focuses on developing a tailored wealth & estate plan strategy for the client, based on the client’s core values around family, philanthropy and wealth. Phil currently holds his Series 3, 7, 63 and 65 FINRA registrations.
*Source: Forbes "America's Top Wealth Advisors" list, (September, 2019). For more information about the selection criteria, go to (
http://details-he.re/7mnoMA ). Forbes is a trademark of Forbes Media LLC. All rights reserved.
**Source: The Forbes "Best-in-State Wealth Advisors" list, January 16, 2020. For more information about the selection criteria, go to
http://details-he.re/cQUujC . Forbes is a trademark of Forbes Media LLC. All rights reserved.
***Source: The Financial Times Top 400 Financial Advisors (FT 400) is an independent listing produced by the Financial Times (March, 2016). The FT 400 is based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT's research. The listing reflects each advisor's performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility as identified by the FT. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 400.
****Source: WealthManagement Magazine’s “Top 100 Wirehouse Advisors in 2016” list, May 1, 2016. Advisors on the WealthManagement Magazine “Top 100 Wirehouse Advisors in 2016” list are ranked exclusively by assets under management custodied at the four wirehouse firms. Only advisors for whom 80 percent or more of assets correspond to retail clients were eligible for the list. WealthManagement.com does not receive any compensation from financial advisors, participating firms and affiliates, or the media in exchange for rankings. WealthManagement Magazine is a trademark of Penton Media, Inc. All rights reserved.
*****Source: Barron's “Top 1,200 Financial Advisors” list, March 11, 2019. For more information about the selection criteria,
http://details-he.re/1u7KVH . Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. These Years prior to 2014, this Barron's list consisted of 1,000 advisors.
The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.
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