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ATLANTIC PLAZA777 E. ATLANTIC AVE
Floor No. 04,
Suite PENTHOUSEDELRAY BEACH,
Wealth Management Advisor
Senior Vice President-Wealth Management
OUR PHILOSOPHYFor over 43 years, The Phipps Group has been committed to delivering state-of-the-art wealth management advice and personalized, attentive client service. Our wealth management advisory practice is concentrated 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. 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 holistic wealth management to clients. Integration of the relationships between our clients’ legal and tax advisors is crucial, with the goal to work as one team on behalf of our clients. Our team serves a variety of uniquely successful individuals including successful 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 our clients’ families as we are currently advising many of our clients’ third generation family members.A PRACTICAL APPROACHOur approach to wealth management is disciplined, practical, and depends heavily on client-centric relationships. 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 43 years of experience shows us are necessary for our 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 Protection
Jeffrey P. Phipps, Sr., AWMA®,Senior Vice President – Wealth ManagementWealth Management AdvisorJeffrey Phipps Sr. is the lead Wealth Management Advisor of The Phipps Group. Prior to joining Merrill Lynch, he worked with Janney Montgomery Scott and Morgan Stanley. He has been in the financial services industry since 1970. Jeff earned the Accredited Wealth Management AdvisorSM designation from The College of Financial Planning studied at the Wharton School of Business at the University of Pennsylvania, in conjunction with his prior firm. Jeff is a graduate and holds an MBA from the University of Nebraska. He holds Series 8, 24, 63 and 65 registrations supervised by the Financial Industry Regulatory Authority (FINRA).Jeff is the official Wealth Management Advisor to the Florida Neurosurgical Society, Florida Society of Clinical Oncology as well as a Director of Palm Beach County Medical Society’s Service Board.Jeff sits on the boards of the Economic Development Research Institute of Palm Beach County, Lake Worth Drainage District, and the Palm Beach County Historical Society. Florida residents for 34 years, Jeff and his wife, Linda, reside in Palm Beach County. They have two children and five grandchildren.Jeffrey P. Phipps II, CRPC®,Vice PresidentWealth Management AdvisorJeffrey Phipps II has been assisting client to reach their financial goals for more than 19 years. He joined Merrill Lynch in 2008 as a wealth management advisor after working with both Janney Montgomery Scott and Morgan Stanley.Jeff co-directs the Phipps Group’s client relationships along with the formulation of wealth management strategies. He is particularly proud of the multiple-generation relationships he has developed with clients of The Phipps Group. Jeff, a Florida resident for 34 years, graduated from the University of Florida with a B.A. degree in Economics and holds Series 7, 63, 65 registrations supervised by Financial Industry Regulatory Authority. Jeff also holds a Florida resident agent’s license in life insurance and variable annuities and has earned his Chartered Retirement Planning CounselorSM, CRPC®.After the closing bell, he is involved with community activities and regularly volunteers his time to 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 holds Series 7 and Series 66 registrations supervised by Financial Industry Regulatory Authority and also holds a Florida resident agent’s license in life insurance and variable annuities.Kyle focuses on helping The Phipps Group’s 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.Barbara R. TaylorRegistered Senior Client AssociateBarbara joined Merrill Lynch in 1996. She has been employed in the financial services industry since 1988. She is a graduate of Lake Worth Christian high School and holds the Series 7 & 66 registrations supervised by Financial Industry Regulatory Authority (FINRA). Barbara’s focus and role is efficiently handling all administrative needs for our clients. Her approach is proactive and completely focused on any need or concern for our clients and their families with a commitment to excellence.Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their professional advisors.Chartered Retirement Planning CounselorSM and CRPC® and Accredited Wealth Management AdvisorSM and AWMA® are registered service marks of the College for Financial Planning.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.
Jeffrey Phipps is registered to do business in:AR, AZ, CA, CO, CT, DE, FL, GA, IL, MA, ME, MI, MN, MO, NC, NE, NH, NJ, NY, OH, PA, SC, SD, TN, TX, VA, VI, WA, WI
Kyle M. Scholl is registered to do business in:AR, AZ, CA, CO, CT, DE, FL, GA, IL, MA, ME, MI, MN, MO, NC, NE, NH, NJ, NY, OH, PA, SC, SD, TN, TX, VA, VI, WA, WI
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Banking products are provided by Bank of America, N.A., and affiliated banks, members FDIC and wholly owned subsidiaries of BofA Corp.
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