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*Source: Barron’s “America’s Top 1,200 Advisors: State-by-State” list, February 23, 2015. For information about the selection criteria, go to http://details-he.re/JxcfBM. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron’s list consisted of 1,000 advisors.
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Phil has been a professional in the field of High Net Worth Client Management since 1994. Prior to joining Merrill Lynch in 2000, Phil was a Vice President in the Private Client Services Group at Goldman Sachs. He has been trained at the Money, Meaning, and Choices Institute in San Francisco. Phil was named to Barron's Top 1200 Financial Advisors in America from 2012 - 2015*. Phil earned his Ph.D. at the University of California at San Diego in Cellular and Molecular Biology. His postdoctoral work was conducted at the University of California at San Francisco, where he was a Fellow of the Cancer Research Institute. His graduate and postdoctoral works have been published in Science, The Journal of Cellular Biology and the Journal of Clinical Investigation. Phil earned his BS and MA from Binghamton University in New York.
Phil focuses on developing and understanding the client’s core values & priorities around wealth, philanthropy and family, and then arriving at an over-all financial, philanthropic and legacy strategy that is consistent with the client’s articulated core values.
*Source: Barron’s “America’s Top 1,200 Advisors: State-by-State” list, February 23, 2015. For information about the selection criteria, go to Barron’s Top Financial Advisors page. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron’s list consisted of 1,000 advisors.
Philippe Hartl is registered to do business in : AZ, CA, CO, DE, FL, GA, HI, IL, IN, LA, MA, MD, NC, NJ, NM, NV, NY, OH, OR, PA, TX, VA, WA
Jose began his financial services career with Merrill Lynch in 1998 as a trading support specialist in the Los Angeles office. Jose has been with the Private Banking and Investment Group since 2005 where he has served as a primary trader, Client Associate and Senior Financial Analyst for another Barron’s top ranked team. Jose attended Alfred University in NY and currently lives in Los Angeles with his wife and daughters.
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The Private Banking and Investment Group is a division of MLPF&S that offers a broad array of personalized wealth management products and services. Both brokerage and investment advisory services (including financial planning) are offered by the Group's Private Wealth Advisors through MLPF&S, a registered broker-dealer and registered investment adviser. The nature and degree of advice and assistance provided, the fees charged, and client rights and Merrill Lynch's obligations will differ among these services. Investments involve risk, including the possible loss of principal investment.
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