Phillip Branch
Vice President, Senior Financial Advisor
- Role
- Senior Financial Advisor, Vice President at Merrill Lynch
- Location
- Nashville, TN, US
- LinkedIn followers
- 500 followers
About Phillip Branch
TARGET MARKET AND SERVICES: I work with Corporate Executives, Entrepreneurs…
Experience
Senior Financial Advisor, Vice President
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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