Phil Scott — SPARQNOW

At-a-Glance

Managing Director at First Republic Private Wealth Management since 2020
Served as Wealth Management Advisor, Managing Director at Merrill Lynch Wealth Management for 36 years (1984-2020)
Focuses on advising ultra-high-net-worth families to help them pursue their life goals through tailored investment programs
Graduated from the U.S. Naval Academy with a Bachelor's Degree

Biography

Phil Scott is a Managing Director at First Republic Private Wealth Management, a role he has held since 2020. In this capacity, he leads a team focused on advising ultra-high-net-worth families, helping them succeed in pursuing their life goals through customized investment programs.

Prior to joining First Republic, Scott had a distinguished 36-year career at Merrill Lynch Wealth Management, where he served as a Wealth Management Advisor and Managing Director from August 1984 to August 2020.