Phillip Brown
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today’s changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
I'm the son of a single mother whose example taught me the value of hard work, resilience, and giving back. That foundation has shaped every chapter of my life—from coaching high school and junior college football for over 20 years, to leading Menlo-Atherton to a CIF-CCS Large School Championship as interim head coach, earning Coach of the Year honors alongside my staff.
Today, I bring that same passion and leadership to my role as a Senior Financial Advisor at Merrill Lynch Wealth Management. With over 14 years of experience, I hold the Senior Portfolio Advisor Investment Advisory Program certification and the Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™ designation—credentials that I believe reflect my commitment to serving clients with diverse and complex needs, including those in the sports and entertainment industries.
My approach is simple: it's not about me—it's about you. I work collaboratively to understand what matters most to you, and I help you feel confident and in control of your financial life. Whether you're planning for retirement, building generational wealth, or navigating complex financial decisions, I aim to be the most approachable and effective partner you've ever had when it comes to your money.
Let's connect. I'd love to learn your story and explore how we can build something meaningful together.
*A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
