Ocean View, DE Office

Philip Zimmerman is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2005. He brings over 30 years of experience in working with C-Suite executives, entrepreneurs, professionals, and retirement plan sponsors. Phil focuses on developing and implementing personalized financial strategies that address areas such as retirement planning, tax-efficient inter-generational wealth transfer, managing stock options and restricted shares, and maximizing tax deferral. Additionally, he assists retirement plan sponsors in optimizing plan design, offering fiduciary support, and promoting financial wellness and retirement readiness for participants. Phil holds a Bachelor of Science degree in Finance from New York University. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Beyond his professional responsibilities, Phil has contributed to the community as a platelet donor for the American Red Cross and has volunteered with Bunker Labs as a former City Community Leader. He has also served on the board of the Delaware County Estate Planning Council. Phil enjoys cooking, golfing, music, reading, and spending time with his family.