Merrill Lynch Wealth Management
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100 Federal St. -
Boston,
MA
02110
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As a Merrill Lynch Financial Advisor, I am that partner and confidant that guides individuals from where they are financially to where they want to be, taking into consideration their short-term goals, their long-term aspirations, and their liquidity needs.
I implement a proactive philosophy in the accumulation, preservation, and the most tax-efficient distribution of their wealth, while leveraging my knowledge base as a licensed attorney to effectively collaborate with their attorney, tax co
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Philip DeSanto
- (617) 877-5398
Financial Advisor
Services
401-k Rollover Assistance
401k Plans
Business 401K & SEP Plans
Education Planning & 529 Plans
Financial Advisors - Asset Management
and more...
Licenses
FINRA (NASD) Series 7, Series 66, Series 31: MA Life/Health/Accident Insurance Producer License; NMLS Mortgage Loan Originator License: Member of MA State Bar and the US District Court for the District of MA Federal Bar
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