Donnell, Phillips & Berkowitz, Private Wealth Advisors

Our Professional Profile

Founded in 1994, The Donnell, Phillips & Berkowitz Group, a team of private wealth advisors and dedicated financial professionals, have worked together to address the complex wealth management affairs of select corporate executives, business owners and families. We offer the best of both worlds – the personal attention of a family office with an array of integrated wealth management, lifestyle and concierge services coupled with access to the global resources of Merrill Lynch.

Clients engage us because we offer a focused and disciplined approach that centers on personally meaningful goals. We synthesize our experience and the insight of Merrill Lynch specialists to craft strategies that are outcome driven and customized to client priorities. It is our belief that sound investment management begins with a rigorous discussion of a clients’ investment preferences – risk tolerance and time horizon. We help implement an investment strategy that can be maintained with confidence over time - regularly monitoring progress as we work to satisfy the needs and aspirations of the client.

Located in Greenwich, Connecticut, we serve clients throughout the United States. We invite prospects to contact us and welcome the opportunity to learn more about their wealth management needs.

Donnell, Phillips & Berkowitz,
Private Wealth Advisors

2 PICKWICK PLAZA
Floor No. 3
GREENWICH, CT  06830
(877) 683-9506

Directions to branch

Donnell, Phillips & Berkowitz
William Donnell
Private Wealth Advisor
Senior Vice President-Wealth Management
(203) 863-7607
Thomas N. Phillips
Private Wealth Advisor
Senior Vice President-Wealth Management
(203) 863-7608
Marc L. Berkowitz
Private Wealth Advisor
Senior Vice President-Wealth Management
(203) 863-7609
Joseph Byrne
Financial Advisor
Assistant Vice President
(203) 863-7602
Kristin Longo
Private Wealth Assoc
(203) 863-7601
Anna Ferraro
Sr Private Wealth Assoc
(203) 863-7605
Renata Donaghy
Client Associate
(203) 863-7603
Peter Gut
Reg Financial Analyst
(203) 863-7671

Marc Berkowitz is registered to do business in:AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NY, OH, OR, PA, RI, TX, VA, VT, WA

William Donnell is registered to do business in:AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NY, OH, OR, PA, RI, TX, VA, VT

Thomas N. Phillips is registered to do business in:AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NY, OH, OR, PA, RI, TX, VA, VT

For questions regarding registration information please contact your Financial Advisor.
514E32A2 (JCA*******802)