Phillip Brown

Background

About Phillip Brown

I am the Son of a single mother who taught me by her example to work hard and to give back to those around you. In my free time, I have volunteered as a high school and junior college football coach for the past 20 years and one of the things I am most proud of is taking over as the interim head coach at Menlo-Atherton after the third game of the year and leading our team to the CIF-CCS Large School championship and my staff and I winning coach of the year. As a financial advisor at Merrill Lynch Wealth Management, I have over 14 years of experience in helping clients achieve their financial goals and build their legacy. I have earned the Senior Portfolio Advisor Investment Advisory Program certification, which demonstrates my knowledge and skills in providing customized investment strategies and potential solutions for diverse and complex needs. My value proposition is not about me, but about what you gain and the impact it has on your ability to make decisions in your daily life. I take a collaborative approach to understand your priorities, challenges, and aspirations, and work with you to create a personalized plan that aligns with your vision and values. I strive to make you feel more comfortable with your money by showing you how it is all working together, and to be the easiest person in the world for you to communicate with about your money.*A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.