PROFESSIONAL PROFILE
Phil Caso is a Senior Vice President - Investments, Wealth Management Advisor and Former Senior Resident Director who joined Merrill Lynch in 1989, with 20+ years financial services experience.
Phil works with a select group of high net worth individuals, business owners and their families to develop and implement unique financial strategies to manage risk, investments, personal and business assets. Phil believes in providing world class financial solutions customized to each client's needs.
A graduate of New York University, he is active in numerous civic, charitable and professional organizations. He has served as Vice Chairman of the City of Hollywood, Florida Budget Advisory Board and Chairman of Sister Cities International Hollywood, FL. He is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. and Wealth Management Advisor (WMA).
Phil is married to Suzanne from Montreal. Together they've visited about 47 countries and hope to get to the 100 club someday, having sailed to many of those countries by cruise. Phil is an avid wine lover and member of several wine appreciation and education groups.
Paula M. McDonell, Senior Associate, joined Merrill Lynch in Boca Raton, FL in 1989.
Paula dedicates herself to providing excellent service to our clients. She brings with her a wealth of experience having served clients at Merrill Lynch for over 20 years. Paula and Phil are committed to providing a comprehensive suite of financial solutions to a select group of clients who are looking for advice and guidance customized to their needs. Paula is Series 7, 63 and 66 licensed.
Paula started her career in South Florida, has traveled with her husband and Merrill Lynch to Princeton, NJ and Naperville, IL and settled back in South Florida in 2002. Paula enjoys gardening, painting and water sports in her spare time. She currently lives in Plantation with her husband John and has two daughters Jennifer (21) currently attending The Ohio State University and Casey (13).