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ATLANTIC PLAZA777 E. ATLANTIC AVE
Floor No. 04,
Suite PENTHOUSEDELRAY BEACH,
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Wealth Management Advisor
Senior Vice President-Wealth Management
Senior Vice President - Wealth Management
Reg Senior Client Associate
OUR PHILOSOPHY For over 45 years, The Phipps Group has been committed to delivering state-of-the-art wealth management advice and personalized, attentive client service. We create a partnership with our clients, we learn from each other. Our wealth management advisory group concentrates on the process of managing the six disciplines (F.L.E.R.R.T.), around the baseline of portfolio construction. The team strives to employ the unsurpassed resources and worldwide platform of Bank of America/Merrill Lynch and leverage them to the benefit of each client and their families. We work closely with the Firm’s international network of specialists who provide research, analytics, and technical support so that The Phipps Group can offer full lifecycle wealth management to clients and their families. Integration of the relationships between clients’ legal and tax advisors is crucial, with the goal to work as one team on behalf of every client. Our team serves a variety of uniquely successful individuals including entrepreneurs, physicians, healthcare professionals, and small to medium size family owned businesses. We are proud of the solid relationships we have developed over the years, particularly with clients’ families as we are currently advising many of our clients’ third generation family members. A PRACTICAL APPROACH Our approach to wealth management is disciplined, practical, and depends heavily on the partnership we form with our clients. The initial steps are to ask questions and understand what is most important to you, your family, and your business. And, like a physician, we do a complete financial “H&P” (history and physical). After rigorous analysis and testing, the results are then integrated into each of the six distinct disciplines below that our 45 years of experience shows us are necessary for client’s success. A diagnosis is then developed and monitored thoroughly after implementation. F inancial GuidanceL egacy ImplementationE state CoordinationR isk ManagementR etirement Planning/ Income StrategiesT ax Minimization/Asset Preservation
Jeffrey P. Phipps, Sr., AWMA®,Senior Vice President – Wealth ManagementWealth Management AdvisorJeffrey Phipps Sr. is the lead Wealth Management Advisor of The Phipps Group. He's been in the financial services industry since 1970 and joined Merrill Lynch in 2008. Jeff earned the Accredited Wealth Management AdvisorSM designation from The College for Financial Planning studied at the Wharton School of Business at the University of Pennsylvania. Jeff has an MBA from the University of Nebraska. Jeff sits on the boards of the Economic Development Research Institute of Palm Beach County, Lake Worth Drainage District, Mounts Botanical Gardens, is a director of the Palm Beach County Medical Society’s Service Board and Historical Society of Palm Beach County. Florida residents for 34 years, Jeff and his wife, Linda, reside in Palm Beach County and have two children and five grandchildren.Jeffrey P. Phipps II, CRPC®,Senior Vice President - Wealth ManagementWealth Management AdvisorJeffrey Phipps II joined Merrill Lynch in 2008 as a Wealth Management Advisor and has been assisting clients to pursue their financial goals for more than 19 years. Jeff co-directs the Phipps Group’s client relationships along with the formulation of wealth management strategies. Jeff, a Florida resident for 34 years, graduated from the University of Florida with a B.A. degree in Economics. Jeff also holds a Florida resident agent’s license in life insurance and variable annuities and has earned his Chartered Retirement Planning CounselorSM, CRPC® designation. He is involved with community activities and is a board member for child-focused charitable organizations. Jeff lives in Delray Beach with his daughter and son.Kyle M. Scholl, CFP®Financial AdvisorKyle joined Merrill Lynch in January 2008. He is a graduate of Florida Atlantic University and Kyle is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds a Florida resident agent’s license in life insurance and variable annuities. Kyle focuses on helping clients create and maintain a personalized long term wealth management plan strategically catered to individual needs and life goals. Kyle resides in Boca Raton and is a Native Floridian. He enjoys the outdoors and spends his free time volunteering on restoration projects for Coastal Mangroves and The Florida Everglades.Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.Chartered Retirement Planning CounselorSM and CRPC® and AWMA® and Accredited Wealth Management AdvisorSM are registered service marks of the College for Financial Planning.
Jeffrey Phipps is registered to do business in : AZ, CA, CT, DE, FL, IL, MA, MI, MO, NC, NE, NJ, NY, OH, PA, SC, SD, TN, TX, VA, VI, WA, WI
Jeffrey P. Phipps, Sr. is registered to do business in : AZ, CA, CT, DE, FL, IL, MA, MI, MO, NC, NE, NJ, NY, OH, PA, SC, SD, TN, TX, VA, VI, WA, WI
Kyle M. Scholl is registered to do business in : AZ, CA, CT, DE, FL, IL, MA, MI, MO, NC, NE, NJ, NY, OH, PA, SC, SD, TN, TX, VA, VI, WA, WI
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