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Donnell, Phillips & Berkowitz

Private Wealth Advisors

2 PICKWICK PLAZA, FLOOR 3

GREENWICH, CT 06830

877.683.9506

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About us

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 boutique 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.

Meet the team

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William Donnell

Senior Vice President - Wealth Management

Private Wealth Advisor

203.863.7607

203.863.7607

william_donnell@ml.com

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Thomas N. Phillips

Senior Vice President - Wealth Management

Private Wealth Advisor

203.863.7608

203.863.7608

thomas_n_phillips@ml.com

Read Bio

Marc L. Berkowitz

Senior Vice President - Wealth Management

Private Wealth Advisor

203.863.7609

203.863.7609

marc_berkowitz@ml.com

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Joseph Byrne

Vice President

Financial Advisor

203.863.7602

203.863.7602

joseph_byrne@ml.com

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Kristin Longo

Private Wealth Assoc

203.863.7601

203.863.7601

kristin_longo@ml.com

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Anna Ferraro

Sr Private Wealth Assoc

203.863.7605

203.863.7605

anna.ferraro@ml.com

Read Bio

Peter Gut

Private Wealth Analyst Relationship Management

203.863.7671

203.863.7671

peter_gut@ml.com

Add to address book

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Meet the team

William Donnell

Senior Vice President - Wealth Management

Private Wealth Advisor

203.863.7607

203.863.7607

william_donnell@ml.com

Read Bio

Thomas N. Phillips

Senior Vice President - Wealth Management

Private Wealth Advisor

203.863.7608

203.863.7608

thomas_n_phillips@ml.com

Read Bio

Marc L. Berkowitz

Senior Vice President - Wealth Management

Private Wealth Advisor

203.863.7609

203.863.7609

marc_berkowitz@ml.com

Read Bio

Joseph Byrne

Vice President

Financial Advisor

203.863.7602

203.863.7602

joseph_byrne@ml.com

Read Bio

Kristin Longo

Private Wealth Assoc

203.863.7601

203.863.7601

kristin_longo@ml.com

Read Bio

Anna Ferraro

Sr Private Wealth Assoc

203.863.7605

203.863.7605

anna.ferraro@ml.com

Read Bio

Peter Gut

Private Wealth Analyst Relationship Management

203.863.7671

203.863.7671

peter_gut@ml.com

Add to address book

Read Bio