Merrill Lynch Financial Advisor Phillip W Jones 800 Capitol Street, Houston, TX 77002

Merrill Lynch Financial Advisor Phillip W Jones is a finance institution located at 800 Capitol Street, Houston, Texas, United States. With a degree in Economics and Sociology from Texas A&M, Phillip W Jones has been serving as a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management since 1993. Specializing in retirement and college planning, income and estate tax minimization, and wealth preservation, Phillip provides personalized financial strategies tailored to individual needs. He is actively involved in the community, volunteering with organizations such as the American Heart Association.

At Merrill Lynch Wealth Management, the focus is on building strong client relationships based on trust and personalized service. By understanding your goals, priorities, and risk tolerance, Phillip and his team can develop a customized financial plan to help you achieve your aspirations. With access to the global resources of Merrill and banking solutions from Bank of America, they offer investment insights and comprehensive financial solutions to address your needs.

As a Merrill Lynch Wealth Management Advisor, Phillip Jones is dedicated to helping you navigate the complexities of your financial life and pursue your goals. By staying informed on the latest investment insights and strategies, he aims to help you live your best financial life. With a focus on personalized investment strategies and comprehensive financial solutions, Phillip Jones is committed to putting your needs first and guiding you towards financial success.