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Merrill Lynch Wealth Management  

100 Federal St. - Boston, MA 02110
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

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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* All information in this profile, including licensing, has been provided by Merrill Lynch Wealth Management. This information is not verified by ProMatcher.

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