Philip Taxman joined Merrill Lynch Wealth Management in 1991. Philip assists a select group of affluent clients in strategic planning. Together with specialists within the different areas of Global Wealth Management, Philip offers clients a diverse range of services, including sophisticated retirement planning and a full complement of wealth preservation and transfer services. Philip was named by Forbes Magazine as being chosen to their published list of Forbes "Best-In-State Wealth Advisors" for 2022. He previously received this same Award 2021, and 2018 (Published annually Jan – April. Rankings based on data as of June 30
of prior year).
Phil enjoys spending time traveling to interesting places with his wife Maria and two grown daughters. He is an active supporter of Opera Theatre Company of St. Louis, The fabulous Saint Louis Zoo, and the National Children's Cancer Society. Phil is nationally recognized as an expert of Jaguar motor vehicles of which he is a collector, restorer, and vintage race car driver. In his free time he enjoys cycling, competitive volleyball, traveling to far away places and racing his vintage Jaguar XKE sports car and great road courses across North America.
*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.
Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based
on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry
experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management
and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and
advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the
right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is
not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.
For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
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.