Phil Gottlick
,

Vice President, Senior Financial Advisor
NMLS #578822

350 Goose Ln
Guilford, CT 06437
203.204.0707
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As deeply experienced and passionate advocates for financial wellness, The Gottlick Group shares your priorities and wants to help you create a benefit experience that can help participants prepare for retirement and feel more prepared for their financial future.
Profile

Phil has earned the Chartered Retirement Planning CounselorTM (CRPC®) designation from the College for Financial Planning. Phil has a commitment to developing deep, long-lasting relationships with his clients becoming their trusted advisor. He provides innovative financial guidance as life situations change using Merrill's world class research and tools as added value. Phil's philosophy is built around his dedication to understanding client's individual needs, goals and objectives as well as high quality of service. His strong commitment to strategic estate and retirement planning services, regularly reviewing and servicing will keep your financial strategies consistent with any changes that may take place in your life and/or business. He can work collectively with your legal and tax professional advisors.

Phil received his Bachelor of Science Degree in Business Administration from Drexel University in Philadelphia, PA. He has over 30 years in the financial services industry working previously in New York City, London, England and currently Connecticut.

Phil resides in Madison, Connecticut and has four children. He is very active in the local Shoreline community. He enjoys golf, officiating lacrosse and wrestling among many other endeavors.

Please contact Phil on 203-204-0707# or email him at Philip_Gottlick@ml.com for a complimentary review of your current financial situation and explore real strategies for any of your concerns.

*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

About Me
Welcome

The Gottlick Group offers advice based on your goals and priorities– for yourself, your family, and your business. Our goals-based wealth management approach places the investor at the center of our focus, not the market. We can help you understand the pros and cons of every decision and maintain discipline so you can pursue your goals. As your needs or market conditions change, we will continue to work with you to agree upon adjustments to your investment approach.

Meet Our Professional Staff
Kyle C. Nelson
Registered Wealth Management Client Associate
203.204.0712
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Jeffrey Wiedmann
Wealth Strategies Advisor
Bank of America, N.A.
Brendan Duffy
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Joseph Falcone
Regional Lending Specialist
Bank of America, N.A.
NMLS #107267
About Merrill

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.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Philip Gottlick is registered to do business in AZ, CA, CO, CT, FL, GA, MA, MD, ME, MN, NC, NE, NH, NJ, NY, OH, OR, PA, RI, TX, VA, VT.