Phillip Stern

About

I'm an experienced Wealth and Financial Advisor who has assisted hundreds of clients, both in the New York Metro region and around the country, preserve and grow their assets while realizing their long-term financial goals.

Experience

• Financial Advisor, Assistant Vice President at Merrill Lynch Wealth Management
  Apr 2022 - Sep 2024 · 2 yrs 6 mos

• Vice President - Wealth Management at Citi Personal Wealth Management
  Apr 2018 - Apr 2022 · 4 yrs 1 mo

• Vice President - Investments at David Lerner Associates, Inc.
  May 2014 - Apr 2018 · 4 yrs

• Sales Director at Florida Energy Water & Air
  Aug 2009 - Sep 2013 · 4 yrs 2 mos

  I launched an in-home renewable energy sales division for a statewide home products and services company. Duties included writing presentation materials, hiring and training both marketing and sales staff, and then coordinating operations over several offices.