Phil Hartl
Philippe Hartl, CPWA®, is Managing Director and Private Wealth Advisor of the Schnaid, Hodge & Hartl team at Merrill Lynch. Hartl has been a professional in the field of high-net-worth client management since 1994 and focuses on the development of tailored wealth and estate plan strategy for clients. Working with the Merrill Center for Family Wealth, he is dedicated to developing a comprehensive wealth plan and providing estate planning services for the client, based on the client’s core values around family, philanthropy and wealth. Hartl has over two decades of invaluable contributions to the industry. He has been afforded professional success as a top advisor by leading financial publications such as Forbes and Barron’s, and has also been inducted into Worldwide Registry for his professional achievements. Prior to joining Merrill in 2000, he was a Vice President in the Private Client Services Group at Goldman Sachs.
Phil Hartl Professional Experience / Academic History
Professional Experience
-
Managing Director, Private Wealth Advisor
-
Vice President
Academic History
-
Ph.D., Cellular and Molecular Biology
-
Master of Arts, Plant Biology
-
Bachelor of Science, Biochemistry
SCHNAID, HODGE & HARTL
They are a private wealth management team that specializes in providing customized financial solutions to high-net-worth individuals and families.
Hartl leads the team in providing a wide range of services, including investment planning, retirement planning, estate planning, tax planning, risk management, and philanthropic planning.
A highly respected team in the industry, they have been recognized by a number of publications, including Barron's, Forbes, and The Wall Street Journal.
RECOGNITIONS
Forbes America's Top Wealth Advisors, 2016–2023
Forbes Best-in-State Wealth Advisors, 2018–2023
Barron's Top 1,200 Financial Advisors, 2014–2023
Barron's Top 1,000 Financial Advisors, 2012–2013
Financial Times Top 400 Financial Advisors, 2016
Registered Rep's Top 100 Financial Advisors, 2010–2016
CERTIFICATIONS
Certified Private Wealth Advisor, CPWA®
Personal Investment Advisor
Series 3, 7, 63 and 65 FINRA registrations
AFFILIATIONS
Purposeful Planning Institute
Money Meaning and Choices Institute
PUBLICATIONS
His postdoctoral work was conducted at the University of California at San Francisco, where he was a Fellow of the Cancer Research Institute.
His graduate and postdoctoral works have been published in several journals including Science, The Journal of Cellular Biology and the Journal of Clinical Investigation.