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.*Global Institutional Consulting is part of the Global Wealth & Investment Management business of BofA Corp. Institutional Investments & Philanthropic Solutions (“II&PS”) is part of Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of BofA Corp. Trust and fiduciary services and other banking products are provided by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A. Global Institutional Consultants mentioned herein are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) and may assist you with investment products and services. The nature and degree of advice and assistance provided, the fees charged, and clients’ rights and Merrill’s obligations will differ depending upon the products and services actually provided. Banking activities may be performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. Brokerage and investment advisory services are provided by wholly owned non-bank affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”), a registered broker-dealer and investment adviser and Member SIPC.