I have worked in financial services since 2008. I began my career at Highland Associates, where I provided investment management, portfolio analytics, and risk assessments for institutional clients. In 2012, I joined Merrill Lynch Wealth Management. Within Osborne & Associates, I apply my analytical skills in creating customized client portfolios for institutional and high-net-worth clients. My primary responsibilities are building and maintaining client portfolios to reflect client objectives, risk tolerance, and liquidity requirements. I draw upon the research capabilities of BofA Global Research in conducting analysis of investment opportunities, assessing a variety of asset classe

Mary Anne Phillips
Investment Consultant, Private Wealth Manager, Senior Vice President
Merrill Lynch
United States, Alabama, Birmingham
About Me
Profile Information
Investment Consultant, Private Wealth Manager, Senior Vice President
Merrill Lynch
Investment Team
Investor
Multi-Family Office
Birmingham
Alabama
United States
Aug 21, 2024
More profiles to browse
LS
Laura Sunshine
Vice President

David Teolis
Financial Advisor, Senior Portfolio Advisor
Diane Davis
Wealth Management Advisor, Vice President
Nate Armstrong
Private Wealth Advisor, Senior Vice President
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management