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Philip DeSanto, JD, CSNA

Merrill Lynch Wealth Management
Financial Planning

Contact Information:

Boston, MA 02110
United States

Years in Business:

 

5

Clients I'm Seeking:

 

I focus on offering sound financial advice and guidance to successful individuals and families by creating customized investment strategies designed to help them achieve both their long- and short-term goals.

About My Business:

 

As a financial advisor, my focus is on offering sound financial advice and guidance to successful individuals and families by creating customized investment strategies designed to help them achieve both their long- and short-term goals. I offer my clients both the intimacy and personalized attention of a boutique and the global resources of one of the world's largest financial services firms. I take the time to listen to and to review each client's unique financial situation, priorities, and goals in order to offer tailored recommendations that accurately reflect their income and growth expectations as well as their time horizon, risk tolerance, and liquidity needs. Working with an internal team of specialists, I am properly equipped to assist my clients in every financial aspect of their lives and I am positioned to be their first point of contact. In addtion, as a licensed attorney, I can offer my clients the unique perspective of being able to effectively communicate and collaborate with their personal estate planning attorney and CPA in order to devise an investment strategy that not only grows their portfolio, but also helps protect their investments and promotes an efficient transfer of their wealth to their heirs/beneficiaries.

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