Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
As a Merrill Financial Advisor, Scott's primary goal is to be a consistent source of strength in a client's financial life. Key to this effort is gaining an in-depth understanding of what's most important to clients, both on a personal and financial level.
Prior to joining Merrill Lynch Wealth Management, Scott was an independent advisor whose practice centered around working with small business owners and their families on business life insurance planning, estate planning services, and employer-sponsored retirement plans. Having worked in the financial services industry since 2003, Scott leverages his experience, the firm's extensive resources, and strategic partnerships with other Merrill Financial Advisors to provide customized wealth management and retirement planning strategies to clients. Scott also serves as the Senior Resident Director of the Dothan office and holds the Chartered Life Underwriter® (CLU®) designation.
A native of Dothan, Scott is married to wife Caleigh and is the proud father of 9-year old twins Henry and Oliver. Away from the office Scott is an avid musician and enjoys spending time with his family at the beach. Scott is also a founding member and the current President of Live @ The Opera, Inc., a local non-profit concert and event promotion company whose mission is to bring regional and national musical acts to perform at the historic Dothan Opera House.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
The American College
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The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
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We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.