TOM KILBORN, MANAGING DIRECTOR, WEALTH MANAGEMENT ADVISOR: KILBORN PHILLIPS & ASSOCIATES, MERRILL LYNCH WEALTH MANAGEMENT

Since 1983, Tom Kilborn has been helping affluent families pursue their financial goals through thoughtful investment advice and guidance at Merrill Lynch Wealth Management. He draws upon his years of investment experience to help clients preserve and grow their assets during their lifetime while helping build a legacy for future generations. As lead partner of Kilborn Phillips & Associates, Kilborn crafts personalized asset allocations and drives the team’s overall investment philosophy. His industry knowledge, combined with the resources of Merrill Lynch and Bank of America, allows his team to provide a high level of service on both sides of the balance sheet. Kilborn says his “greatest reward is knowing we make a positive difference in the lives and legacies of the families we serve.” He strives to be an excellent listener and problem solver, working closely with all members of the team to meet client needs. He says, “My partners and I say every day to our clients ‘control what you’re able to control.’ Do our clients have the appropriate risk to meet their long-term goals, and the liquidity to meet their short-term needs?” Kilborn says he’s very blessed to have a great team working beside him. His team of eight has 125 years of collective experience at Merrill Lynch and is recognized as one of the best in the industry. Given how the financial industry has changed over the decades, Kilborn says he’s proud of his forty years with Merrill Lynch. Clients who called him when he was just starting out can still reach him at the same phone number. He says, “If what brings meaning to you happens to be what you do for a living, then that’s not considered work.” Kilborn graduated from Southern Methodist University, and lives in Winnetka with his wife Katy, and has three grown children: Courtney, Grace, and Charlie.

For more information, visit fa.ml.com/kilborn-phillips.