Mary Anne Phillips

About Mary Anne Phillips

I have worked in financial services since 2008. I began my career at Highland Associates, where I provided investment management, portfolio analytics, and risk assessments for institutional clients. In 2012, I joined Merrill Lynch Wealth Management. Within Osborne & Associates, I apply my analytical skills in creating customized client portfolios for institutional and high-net-worth clients. My primary responsibilities are building and maintaining client portfolios to reflect client objectives, risk tolerance, and liquidity requirements. I draw upon the research capabilities of BofA Global Research in conducting analysis of investment opportunities, assessing a variety of asset classes, investment managers, and instruments. I earned a B.S. in Business with a concentration in Finance from Auburn University, from which I graduated Summa Cum Laude. I hold the Chartered Financial Analyst® (CFA®) designation and am a Merrill Institutional Consultant. Active in the community, I serve on the Homewood Library Foundation and am a member of the Junior League of Birmingham. In addition, I previously served on the the YWCA Junior Board. My husband, Bradley, and I live in Homewood with our three children. CFA ® and Chartered Financial Analyst ® are registered trademarks owned by CFA Institute.

Experience

1. Private Wealth Advisor, Senior Vice President

   Merrill Lynch

   Jun 2012 — Present

   BofA Global Research is research produced by BofA Securities, Inc.(\"BofAS\") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision. Merrill Institutional Consulting™ (MIC) is part of Global Wealth and Investment Management (GWIM), the wealth and investment management division of Bank of America Corporation (\"BofA Corp.\"), and offers products and services for the benefit of institutional and ultra‐high net worth clients through dually registered representatives of Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as \"MLPF & S\" or \"Merrill\") who can provide brokerage and investment advisory services. The nature and degree of advice and assistance provided, the fees charged, and clients\' rights and MLPF & S\'s obligations will differ depending upon the products and services actually provided. Banking products, services and activities are offered by wholly owned banking affiliates of BofA Corp, including Bank of America, N.A, Member FDIC. MLPF & S and Bank of America, N.A. are affiliates of Bank of America Corporation. MLPF & S is a dually registered broker‐dealer and investment adviser and Member SIPC. MLPF & S makes available investment products sponsored, managed, distributed or provided by companies that are affiliates of BofA Corp.

Education

• Auburn University

  Bachelor's Degree

  2004 — 2008