Phil Serra Email & Phone Number
Wealth Management Advisor, Managing Director @ Merrill Lynch
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Phil Serra Location
- Farmington Hills, MI, US
Phil Serra Work
- Wealth Management Advisor, Managing Director @ (January 1989 - Present)
- Staff Accountant @ Deloitte Haskins & Sells (September 1986 - September 1988)
Phil Serra Education
- Oakland University
Bachelor's Degree
1981-1986
Phil Serra Skills
- Financial Literacy
- Divorce Financial Advising
- Estate and Retirement Planning Services
- Financial Advisor
- Business Exit Planning
Phil Serra Summary
- Phil Serra, based in Farmington Hills, MI, US, is currently a Wealth Management Advisor, Managing Director at Merrill Lynch Wealth Management. Phil Serra brings experience from previous roles at Deloitte Haskins & Sells. Phil Serra holds a 1981 - 1986 Bachelor's Degree @ Oakland University. With a robust skill set that includes Financial Literacy, Divorce Financial Advising, Estate and Retirement Planning Services, Financial Advisor, Business Exit Planning and more. Phil Serra has 2 emails and 3 mobile phone numbers on RocketReach.
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