Phil Taxman
Senior Vice President, Wealth Management Advisor
7676 Forsyth Blvd
Clayton, MO 63105
314.290.5913
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

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.

Recognition
Forbes' "America's Top State-by-State Advisors", 2018
(Published on February 15, 2018. Rankings based on data as of June 30, 2017.)
Forbes "Best-in-State Wealth Advisors", 2018, 2021-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Click here to learn more about advisor recognitions
Meet Our Professional Staff
Amanda Plotkin
Registered Wealth Management Client Associate
314.290.5988
Nathan Foust
Registered Wealth Management Client Associate
314.290.5760
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.
Joseph McCullough
Wealth Strategies Advisor
Michael Smiley
Wealth Management Banking Specialist
About Merrill

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Philip Taxman is registered to do business in CA, CO, CT, DC, FL, HI, IA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NE, NV, NY, OH, OR, SC, TN, TX, VA, VT, WA, WI.