Phil Mccarthy
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Phil Mccarthy Email & Phone Number

Assistant Vice President, Senior Financial Advisor at Merrill Lynch Wealth Management
Location: New York, United States, United States 6 work roles 4 schools
12 phones found area 917, 772, 207, 973, 201, and 212 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 12 phones

Direct phone (917) ***-****
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Role
Assistant Vice President, Senior Financial Advisor
Location
New York, United States, United States
Company size

Who is Phil Mccarthy? Overview

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Quick answer

Phil Mccarthy is listed as Assistant Vice President, Senior Financial Advisor at Merrill Lynch Wealth Management, a company with 45157 employees, based in New York, United States, United States. AeroLeads shows phone signal with area code 917, 772, 207, 973, 201, 212 and a matched LinkedIn profile for Phil Mccarthy.

Phil Mccarthy previously worked as Senior Financial Advisor, Assistant Vice President at Merrill Lynch Wealth Management and Financial Advisor at Ubs Financial Services, Inc.. Phil Mccarthy holds Masters Of Business Administration, Mba from The University Of Chicago.

Company email context

Email format at Merrill Lynch Wealth Management

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Merrill Lynch Wealth Management

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Profile bio

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

Listed skills include Investments, Capital Markets, Private Equity, Due Diligence, and 27 others.

Current workplace

Phil Mccarthy's current company

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Merrill Lynch Wealth Management
Merrill Lynch Wealth Management
Assistant Vice President, Senior Financial Advisor
new york, new york, united states
Website
Employees
45157
AeroLeads page
6 roles

Phil Mccarthy work experience

A career timeline built from the work history available for this profile.

Associate Attorney

May 1998 - Apr 2002

Associate-Business Valuation

Sep 1995 - Jul 1996

Associate Attorney

Winthrop Stimson Putnam & Roberts
Sep 1989 - Jun 1993
Team & coworkers

Colleagues at Merrill Lynch Wealth Management

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4 education records

Phil Mccarthy education

FAQ

Frequently asked questions about Phil Mccarthy

Quick answers generated from the profile data available on this page.

What company does Phil Mccarthy work for?

Phil Mccarthy works for Merrill Lynch Wealth Management.

What is Phil Mccarthy's role at Merrill Lynch Wealth Management?

Phil Mccarthy is listed as Assistant Vice President, Senior Financial Advisor at Merrill Lynch Wealth Management.

What is Phil Mccarthy's phone number?

AeroLeads has found 12 phone signal(s) with area code 917, 772, 207, 973, 201, 212 for Phil Mccarthy at Merrill Lynch Wealth Management.

Where is Phil Mccarthy based?

Phil Mccarthy is based in New York, United States, United States while working with Merrill Lynch Wealth Management.

What companies has Phil Mccarthy worked for?

Phil Mccarthy has worked for Merrill Lynch Wealth Management, Ubs Financial Services, Inc., Linklaters, White & Case Llp, and Kpmg.

Who are Phil Mccarthy's colleagues at Merrill Lynch Wealth Management?

Phil Mccarthy's colleagues at Merrill Lynch Wealth Management include Roselee Mahon, Kelsie Fisher, Jason Chau, Tommy Gunn, and David Norris.

How can I contact Phil Mccarthy?

You can use AeroLeads to view verified contact signals for Phil Mccarthy at Merrill Lynch Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Phil Mccarthy attend?

Phil Mccarthy holds Masters Of Business Administration, Mba from The University Of Chicago.

What skills is Phil Mccarthy known for?

Phil Mccarthy is listed with skills including Investments, Capital Markets, Private Equity, Due Diligence, Asset Managment, Securities, Estate Planning, and Corporate Finance.

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