Merrill Lynch Financial Advisor Phillip Serra Honored

Merrill Lynch has announced that Financial Advisor Phillip A. Serra has been recognized on the 2018 Barron’s “Top 1,200 Financial Advisors” list and the Forbes “Best-in-State Wealth Advisors" 2018 inaugural list.

Phillip, who this year celebrates 30 years with Merrill Lynch, began his career with the company in 1989. Phillip works closely with families, corporate executives and business owners to deliver strategies designed to meet each client’s goals. He is also a Certified Financial Planner and a Certified Public Accountant. A 1986 graduate of Oakland University with a bachelor’s degree in accounting, Phillip works and lives in Farmington Hills, MI.

“We are incredibly proud of Phil and his recognition on these lists, and believe he consistently demonstrates what it means to be a leader in the wealth management space through strong dedication to a high standard of service for our clients,” said Nathan Marsden, Merrill Lynch Market Executive, Bloomfield Hills-Farmington Hills.