Phillip Duckworth
Wealth Management Advisor, Senior Vice President @Merrill Lynch
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WORK HISTORY
Wealth Management Advisor, Senior Vice President @Merrill Lynch
EDUCATION
The University of Georgia
Master's Degree
Mississippi State University - College of Business and Industry
Bachelor's Degree
SKILLS
ABOUT PHILLIP DUCKWORTH
Phillip is a practiced Wealth Management Advisor with a specialized focus on middle market investment banking & transaction planning. Holding the CERTIFIED FINANCIAL PLANNER® certification as well as a Bachelor\'s of Banking and Finance and Master\'s of Finance from the University of Georgia, he brings sophisticated understanding of financial markets and strategic wealth management to clients seeking to optimize and preserve their wealth. With experience in capital markets, mergers & acquisitions, growth capital, and tailored strategies, Phillip works with high-net-worth individuals, entrepreneurs, and business owners to develop bespoke financial strategies that align with their long-term objectives. His approach combines analytical rigor with a deep commitment to understanding each client\'s unique needs and aspirations. Outside of work, Phillip volunteers with local organizations in New York City and New Orleans and is an active parishioner of St. Francis of Assisi Catholic Church in Uptown. Prior to joining Merrill, Phillip was a Vice President at a venture-backed fintech.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.
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