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.
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.
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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.
