Phillip Jones

About Phillip Jones

Retirement income is overrated. It\'s not normal to hear a wealth advisor say that right? Most people say they want \"freedom\".but deep down they want more options. You want the option to walk away from work as you please. Not necessarily \"retire\". Just work when you feel like working. Golf when you feel like golfing. Spend time with your family when you feel like spending time with your family. What\'s standing between you and this ideal lifestyle? Two words: Cash flow. Right now you\'re making good money but down the road one or several liquidity events will take your net worth to a new level. When that happens you\'ll want the best options available to grow and nurture that wealth. That\'s where I come in to help. My offer combines an institutional-consulting approach with Merrill\'s proprietary financial modeling tools to help executives and entrepreneurs. My team creates unparalleled access to resources only available through Merrill that are designed to. • Preserve Wealth • Minimize Tax Exposure • Manage Liquidity Events • Optimize Cash Flow Message me today if you\'d like to structure your next liquidity event for optimized cash flow and to help minimize tax exposure.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Experience

1. Senior Financial Advisor, Senior Vice President

   Merrill Lynch

   May 1993 — Present

Education

• Texas A&M University

  Bachelor's Degree

  1988 — 1993