Philip Natale

About Philip Natale

I began my career in financial services in 2007 as a teller. I worked at a bank through college, before joining Merrill Lynch Wealth Management as a Financial Advisor in 2011 and have been an advisor ever since. My interests in finance and economics are coupled with my passion to help others. This affords me the opportunity to enjoy each day. I strive to work with my clients on all things financial. I\'ll assist them with their investments, banking, retirement, lending, insurance, and estate needs. I feel that this well-rounded approach is beneficial for you, as I help make sure clients have a one-stop shop to discuss all of their financial needs. I enjoy spending my time running, writing, and playing with my dog. I volunteer my time with Junior Achievement to teach high school students financial literacy, entrepreneurship, and economics. I also volunteer through the Catholic Church in different capacities. I was born outside of Philadelphia, Pennsylvania and grew up in Henderson, NV. I recently lived in New York City for nearly four years, before returning back to Henderson. I\'m a sports enthusiast. Go Eagles!*Banking and Lending Services are through Bank of America, N.A.

Experience

1. Senior Financial Advisor, Vice President

   Merrill Lynch

   Mar 2018 — Present

Education

• University of Nevada

  Bachelor's Degree

  2006 — 2010

Skills

• Wealth Management
• Investments
• Insurance
• Public Speaking
• Financial Advisory
• Retirement Planning
• Banking
• Portfolio Management
• Leadership