Merrill Lynch Financial Advisor Philip Siegel

Merrill Lynch Financial Advisor Philip Siegel is located at 1305 Walt Whitman Road in Melville, New York, United States. With a focus on wealth planning, Phil brings innovative ideas to successful individuals in various industries, such as sports and entertainment, technology, and healthcare. He is dedicated to building strong relationships with his clients and helping them make important financial decisions for themselves and their families.

Phil is a Certified Financial Planner™ and Chartered Retirement Planning CounselorSM, with a Bachelor's degree in Finance from The George Washington University. He believes in a defined process for building wealth, emphasizing strategies that can create long-term results. Phil works closely with clients to understand their goals, risk tolerance, and investment objectives, creating personalized asset allocation plans that may include dividend-paying stocks, technology companies, ETFs, and alternative investments.

In addition to investment management, Phil provides access to lending services through Bank of America, N.A. and collaborates with clients' CPAs and attorneys to align tax minimization and estate planning strategies. He is dedicated to ongoing industry training to better serve his clients and help them achieve their financial goals.

Phil is passionate about helping clients pursue their financial aspirations and is committed to understanding their evolving needs and priorities. He believes in staying informed about changes in clients' lives and financial markets to ensure their financial approach remains aligned with their goals. By utilizing tools such as the Investment Personality Assessment, Phil can customize financial strategies to help clients pursue what matters most to them.

With a focus on building strong relationships and providing personalized financial guidance, Merrill Lynch Financial Advisor Philip Siegel is dedicated to helping clients achieve their financial goals and secure their financial future.