Phillip Branch

Vice President, Senior Financial Advisor

Role
Senior Financial Advisor, Vice President at Merrill Lynch
Location
Nashville, TN, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Phillip Branch

TARGET MARKET AND SERVICES: I work with Corporate Executives, Entrepreneurs…

Experience

  1. Senior Financial Advisor, Vice President

    Merrill Lynch

    May 2016 — Present

    PROFESSIONAL EXPERIENCE:As a financial advisor with Merrill, I focus on preserving and growing my clients assets in order to help achieve their lifelong financial goals. I listen to the needs of my clients, work with them to set financial goals, and track their progress to help provide them the best opportunities for success.

Education

  • Middle Tennessee State University

    Masters of Business Administration, MBA

    2011 — 2012

  • Middle Tennessee State University

    Bachelor's Degree

    2007 — 2011

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Phillip Branch — Senior Financial Advisor, Vice President at Merrill Lynch in Nashville, TN, US | Unifers