Philippe Hartl, CPWA®, Managing Director and Private Wealth Advisor of The Hartl Group at Merrill Lynch, has been a professional in the field of High Net Worth Client Management since 1994. He focuses on the development of tailored wealth and estate plan strategy for clients. Prior to joining Merrill in 2000, Phil was a Vice President in the Private Client Services Group at Goldman Sachs, and former Post-Doctoral Fellow at UCSF Medical Center. His graduate and postdoctoral works have been published in several journals including Science, The Journal of Cellular Biology and the Journal of Clinical Investigation. With two decades of invaluable contributions to the industry, Phil has been afforded professional success as a top advisor by leading financial publications such as Forbes and Barron’s. He has also been inducted into Worldwide Registry for his professional achievements, maintains affiliation with the Purposeful Planning Institute and works with the Money Meaning and Choices Institute.
1994 - 2000
Awards and Recognitions
Certifications and Designations