Phillip Clark

Phil is a senior partner on The SG Group and has been working at Merrill Lynch Wealth Management for nearly two decades.  With dedicated service, Phil strives to help the team’s clients reach their financial goals and needs through the use of Merrill's Goals-Based Wealth Management process.  He also serves as a relationship manager - focusing on portfolio design, conducting client reviews, trade execution and providing personalized assistance to the team’s large corporate stock option client base.

Phil is a Chartered Financial Analyst® (CFA®) Charterholder, has earned the Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™ designation and graduated with a Bachelor’s degree in Finance from the W.P. Carey School of Business at Arizona State University in Tempe.  Phil is also a member of Bank of America's Global Institutional Consulting Group, a select group of advisors with training, capabilities and resources to serve the complex needs of institutional clients.

Phil serves on the Men's Board of the Fresh Start Women's Foundation, a local non-profit providing access and resources that help women achieve self-sufficiency.  He was previously an Ambassador for the Phoenix based non-profit organization, Elaine.

In his free time Phil enjoys hiking, traveling with his fiancé Vivienne and spending time with their schnoodle, Mitzi.  Phil is a member of the CFA® Society Phoenix.

^{*Merrill Institutional Consulting™ (MIC) is part of Global Wealth and Investment Management (GWIM), the wealth and investment management division of Bank of America Corporation (“BofA Corp.”), and offers products and services for the benefit of institutional and ultra‐high net worth clients through dually registered representatives of Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S“ or “Merrill”) who can provide brokerage and investment advisory services. The nature and degree of advice and assistance provided, the fees charged, and clients’ rights and MLPF&S’s obligations will differ depending upon the products and services actually provided. Banking products, services and activities are offered by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. MLPF&S and Bank of America, N.A. are affiliates of Bank of America Corporation. MLPF&S is a dually registered broker‐dealer and investment adviser and Member SIPC. MLPF&S makes available investment products sponsored, managed, distributed or provided by companies that are affiliates of BofA Corp. Bank of America, the Bank of America logo, Merrill and Merrill Institutional Consulting are registered trademarks of Bank of America Corporation.}