Jason Phillips
Jason is a Senior Financial Advisor and a Senior Portfolio Advisor with Merrill Lynch Wealth Management since 2011. Jason... | Williamsport, Pennsylvania, United States
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Jason Phillips’s Location Williamsport, Pennsylvania, United States
Jason Phillips’s Expertise Jason is a Senior Financial Advisor and a Senior Portfolio Advisor with Merrill Lynch Wealth Management since 2011. Jason accepted a position with Merrill after a number of years with Citizens & Northern Bank's Trust department in Northeast & Central Pennsylvania. Jason is a native of Hughesville Pa, Jason returned home after a 15 year professional baseball career that ended in 2006 Jason utilizes the Merrill Wealth Management Process in developing customized wealth plans for all of the families he works with. This is done by using a goals-based wealth management process that begins by getting to know and understand clients, taking the time to learn about their priorities, then collaborating to help them develop an individualized investment strategy for each specific goal "My clients' success is dependent on long term discipline and doing things the right way. Quick fixes rarely work with money. In the limited instances where they are successful, long term positive outcomes can be difficult to achieve. Our goal is to learn about your why, so we can build out strategies that you will be able to implement successfully over long periods of time. As with any plan, adjustments will be required as your life circumstances change, but if we keep our eye on the desired outcome, discipline and structure will allow us to attain it. Among the reasons I chose to join the financial services industry is my desire to help others. This passion to help stems from my experience and the financial challenges I have watched friends, families or myself experience in the past. As witness to the challenges faced by important people in my life, I recognized the need for a professional and caring team to help others realize the life they want. My purpose is to help others define their goals, establish a wealth management strategy centered on their priorities and then help them to adjust their strategy as needed as the inevitable changes in life occur "
Jason Phillips’s Current Industry Merrill Lynch Wealth Management
Jason
Phillips’s Prior Industry
Merrill Lynch Wealth Management
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Merrill Lynch Wealth Management
Resident Director, Senior Vice President
Sun May 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — PresentSkills
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Jason Phillips Email Addresses
FAQ About Jason Phillips
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Jason Phillips is located at
Williamsport, Pennsylvania, United States -
Jason Phillips is a
Jason is a Senior Financial Advisor and a Senior Portfolio Advisor with Merrill Lynch Wealth Management since 2011. Jason accepted a position with Merrill after a number of years with Citizens & Northern Bank's Trust department in Northeast & Central Pennsylvania. Jason is a native of Hughesville Pa, Jason returned home after a 15 year professional baseball career that ended in 2006 Jason utilizes the Merrill Wealth Management Process in developing customized wealth plans for all of the families he works with. This is done by using a goals-based wealth management process that begins by getting to know and understand clients, taking the time to learn about their priorities, then collaborating to help them develop an individualized investment strategy for each specific goal "My clients' success is dependent on long term discipline and doing things the right way. Quick fixes rarely work with money. In the limited instances where they are successful, long term positive outcomes can be difficult to achieve. Our goal is to learn about your why, so we can build out strategies that you will be able to implement successfully over long periods of time. As with any plan, adjustments will be required as your life circumstances change, but if we keep our eye on the desired outcome, discipline and structure will allow us to attain it. Among the reasons I chose to join the financial services industry is my desire to help others. This passion to help stems from my experience and the financial challenges I have watched friends, families or myself experience in the past. As witness to the challenges faced by important people in my life, I recognized the need for a professional and caring team to help others realize the life they want. My purpose is to help others define their goals, establish a wealth management strategy centered on their priorities and then help them to adjust their strategy as needed as the inevitable changes in life occur " Merrill Lynch Wealth Management -
Jason Phillips currently works in the
Merrill Lynch Wealth Management -
Jason Phillips specializes in
Jason is a Senior Financial Advisor and a Senior Portfolio Advisor with Merrill Lynch Wealth Management since 2011. Jason accepted a position with Merrill after a number of years with Citizens & Northern Bank's Trust department in Northeast & Central Pennsylvania. Jason is a native of Hughesville Pa, Jason returned home after a 15 year professional baseball career that ended in 2006 Jason utilizes the Merrill Wealth Management Process in developing customized wealth plans for all of the families he works with. This is done by using a goals-based wealth management process that begins by getting to know and understand clients, taking the time to learn about their priorities, then collaborating to help them develop an individualized investment strategy for each specific goal "My clients' success is dependent on long term discipline and doing things the right way. Quick fixes rarely work with money. In the limited instances where they are successful, long term positive outcomes can be difficult to achieve. Our goal is to learn about your why, so we can build out strategies that you will be able to implement successfully over long periods of time. As with any plan, adjustments will be required as your life circumstances change, but if we keep our eye on the desired outcome, discipline and structure will allow us to attain it. Among the reasons I chose to join the financial services industry is my desire to help others. This passion to help stems from my experience and the financial challenges I have watched friends, families or myself experience in the past. As witness to the challenges faced by important people in my life, I recognized the need for a professional and caring team to help others realize the life they want. My purpose is to help others define their goals, establish a wealth management strategy centered on their priorities and then help them to adjust their strategy as needed as the inevitable changes in life occur " -
Jason Phillips speaks the following languages:
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Jason Phillips has prior experience in the following industries:
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Jason Phillips has the following professional experience:
Merrill Lynch Wealth Management . -
You can view Jason Phillips’s
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Jason Phillips’s work email addresses are
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Jason Phillips works at
Merrill Lynch Wealth Management
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