PROFESSIONAL PROFILE

Phillip W. Scott, CFM, Wealth Management Advisor, First Vice President-Investments, joined Merrill Lynch in 1985. He holds the Wealth Management Advisor and Certified Financial Manager designations. Phil specializes in creating financial solutions in the area of wealth preservation and transfer. He works with high net worth individuals, business owners, and their professional advisors. Phil received his B.S. in Finance from California State University Chico and Masters in International Business from St. Mary's College.

W. Jeffrey Filter, Financial Advisor, brings more than 35 years of experience in the securities industry to the team. He has worked as a portfolio manager, wealth management advisor and in marketing to institutional investors throughout the world. Jeff has been a featured speaker to national investor groups on investments, taxation and portfolio rebalancing, and he is past President of the San Francisco Bond Club. He received his B.S. in Economics and M.B.A. in Investments and Finance, both from the University of Southern California.

Tim Carlson, Financial Advisor, has several decades of traditional CPA experience, including 20 years of experience as an investment advisor. Tim emphasizes personal cash flow analysis and risk assessment when planning and developing client investment strategies focused on achievement of key financial goals and related lifetime milestones. Tim received his B.S. in Accounting and Finance from the University of California Berkeley and his M.B.A. in Accounting from the University of California Los Angeles.

Ernest J. Ahumada, Financial Advisor, joined Merrill Lynch in 2007. Ernest has more than 9 years of business marketing and client services experience. His background includes working with business executives and small to mid sized companies to meet their personal and business objectives. He is fluent in Spanish and he received his B.S. in Biology from Brigham Young University.

Mary Tabor, Senior Client Associate, joined Merrill Lynch in 1990 and has over 21 years experience in the financial services industry.

Nina Chung, Senior Client Associate, joined Merrill Lynch in 2004. Nina has 8 years experience in the financial services industry and received her B.S. in Economics at the University of California Santa Cruz.

Phone: (800) 234-3858
(925) 945-4807
Fax: (925) 234-4141