Wells Fargo Advisors
44yrs
Top advisor by experience in Burlington
19yrs
Patrick Phillips
Financial advisor at Merrill
Patrick Phillips has worked in the financial industry for 19 years and is a fiduciary financial advisor based in Burlington, Vermont. Patrick has been with Merrill since 2008. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 120 advisors with offices in Burlington, and one of 112 fiduciaries.
At a glance
Experience19 years (since 2008)
How that compares ?More experience than 61% of advisors in Burlington
Office60 Lake St, Burlington, VT 05401
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2008 – nowMerrillCurrent firm
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call Merrill at 800-637-7455 and ask for Patrick Phillips. Patrick works from the Burlington, VT office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2008, about 19 years. More experience than 61% of advisors in Burlington.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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