Phil Mccarthy

Phil Mccarthy Email and Phone Number

Assistant Vice President, Senior Financial Advisor @ Merrill Lynch Wealth Management
new york, new york, united states
Phil Mccarthy's Location
New York, United States, United States
About Phil Mccarthy

I am a Senior Financial Advisor in the 200 Park Avenue Office of Merrill Lynch Wealth Management. I focus on providing excellent service, especially tailored advice and guidance on my clients' investments and financial needs as they progress in their careers and in their retirement. I leverage Merrill investment research and Bank of America banking and lending capabilities as part of my holistic process of helping my clients reach their specific goals and objectives. Outside of work, I greatly enjoy putting my professional culinary degree from the French Culinary School in New York to use by cooking for friends and family. I am active in my Deerfield, Cornell, Duke Law and Chicago MBA alumni networks.*BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation.c

Phil Mccarthy's Current Company Details
Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

View
Assistant Vice President, Senior Financial Advisor
new york, new york, united states
Website:
ml.com
Employees:
45157
Phil Mccarthy Work Experience Details
  • Merrill Lynch Wealth Management
    Senior Financial Advisor, Assistant Vice President
    Merrill Lynch Wealth Management Mar 2006 - Present
  • Ubs Financial Services, Inc.
    Financial Advisor
    Ubs Financial Services, Inc. Apr 2004 - Mar 2006
  • Linklaters
    Associate Attorney
    Linklaters May 1998 - Apr 2002
  • White & Case Llp
    Associate Attorney
    White & Case Llp Sep 1996 - May 1998
  • Kpmg
    Associate-Business Valuation
    Kpmg Sep 1995 - Jul 1996
  • Winthrop Stimson Putnam & Roberts
    Associate Attorney
    Winthrop Stimson Putnam & Roberts Sep 1989 - Jun 1993

Phil Mccarthy Skills

Investments Capital Markets Private Equity Due Diligence Asset Managment Securities Estate Planning Corporate Finance Hedge Funds Alternative Investments Equities Mergers Structured Finance Private Banking Aircraft Finance Asset Backed Financing Project Finance Litigation Family Law Asset Allocation Retirement Planning Risk Management Cooking Wine Lists Fine Art Antiques Writing Poetry Wealth Investment Advisory Asset Management

Phil Mccarthy Education Details

Frequently Asked Questions about Phil Mccarthy

What company does Phil Mccarthy work for?

Phil Mccarthy works for Merrill Lynch Wealth Management

What is Phil Mccarthy's role at the current company?

Phil Mccarthy's current role is Assistant Vice President, Senior Financial Advisor.

What is Phil Mccarthy's email address?

Phil Mccarthy's email address is pm****@****hoo.com

What is Phil Mccarthy's direct phone number?

Phil Mccarthy's direct phone number is +191772*****

What schools did Phil Mccarthy attend?

Phil Mccarthy attended The University Of Chicago, Duke University School Of Law, Cornell University, Deerfield Academy.

What skills is Phil Mccarthy known for?

Phil Mccarthy has skills like Investments, Capital Markets, Private Equity, Due Diligence, Asset Managment, Securities, Estate Planning, Corporate Finance, Hedge Funds, Alternative Investments, Equities, Mergers.

Who are Phil Mccarthy's colleagues?

Phil Mccarthy's colleagues are Diana Braendly, Sophia Stuart-Rockefeller, Phd, Cathy Bouchard-Wong, Renee Basso, Gian Perrotta, Cfp® Crpc®, Michael Tartaglia, Kyle Napolitano.

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