Evan Phillips
As a Merrill Financial Advisor in Boulder, I help clients develop strategies designed to build their wealth, pursue their goals, and plan for future generations. I work primarily with business owners, technology and finance professionals, and their families.
Before joining Merrill, I worked on Robinhood’s Advanced Trading and High Net Worth teams. I began my financial services career as an advisor at Prudential Financial after studying economics at Southern Methodist University.
I grew up in Pacific Palisades, California. Outside of work, I enjoy playing tennis, watching sports, trying new food, art, hiking, and swimming in the ocean.
My grandfather's work as an oncologist inspired my interest in health and well-being.
I became a financial advisor because I see financial wellness as a form of preventative medicine. The correlation between wealth and life expectancy reinfroces my belief that financial wellness is an essential part of overall health.
My purpose is to help families move up the socioeconomic ladder, to anchor themselves at the top, and to pass on a legacy of wealth and well-being.
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.
