Phillip W. Jones was educated at Texas A&M, where he received his degree in Economics and Sociology. After graduation from college, Phil joined Merrill Lynch Wealth Management in 1993 and now serves as a Senior Vice President and Senior Financial Advisor. Phil concentrates in providing planning and investment recommendations for individuals in the areas of retirement and college planning, income and estate tax minimization strategies while working with their attorney and tax advisors, and wealth preservation.
Phil lives in Spring Valley with his wife Tracy, and two children, Caitlin and Carli. He is active in the American Heart Association.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
