Philip Natale began his career in financial services in 2007 as a bank teller. He worked at a bank through college, before joining Merrill Lynch Wealth Management as a Financial Advisor in 2011. He has been an advisor ever since. His interest in finance and economics, coupled with his passion to help others affords Philip the opportunity to enjoy each day. He works with his clients on all things financial. He assists them with their investments, banking, retirement, lending, insurance, and estate needs. This well-rounded approach is beneficial for you, as Philip offers clients a one-stop shop to discuss all of their financial needs.
Philip spends his time running, writing, and playing with his dog. He volunteers his time with Junior Achievement to teach high school students financial literacy, entrepreneurship, and economics. He also volunteers through the Catholic Church in different capacities. He was born outside of Philadelphia, Pennsylvania and grew up in Henderson, NV. He recently lived in New York City for nearly four years, before returning back to Henderson. He is a sports enthusiast. Go Eagles!
*Banking and Lending Services are through Bank of America, N.A.
Communication is key. It is how we will put together our initial road map, and with ongoing communication, we will be able to make changes and evaluate progress. We are going to compile your tangible assets, and discuss your currently intangible goals to help make them a reality in the future.
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.
