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
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