Philip Dodson,

CIMA®

Merrill Lynch Wealth Management

Philip Dodson, private wealth advisor, managing director, senior portfolio manager, Merrill Lynch Wealth Management, has more than 30 years of investment experience and has been with Merrill Lynch since 1988. As a senior portfolio manager, Mr. Dodson designs and manages customized portfolios for many of the firm’s ultra-high-net-worth clients and also manages client assets for Merrill Lynch Financial Advisors across the country.  His 18 person team, part of Merrill Lynch’s Private Banking and Investment Group, oversees approximately $3.3 billion in client assets. A featured presenter at conferences sponsored by BlackRock, State Street Global Advisors, Standard & Poors/Dow Jones Indices, and others, he has been recognized by Barron’s for the past six years as one of America’s Top 1,000 Advisors. In 2016, Mr. Dodson was recognized by Forbes as ranking among America’s Top 200 Wealth Advisors. He earned a B.A., Baylor University.