Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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When Kevin Scott joined his father Bill in 1999 to form The Scott Group in Los Angeles, they asked a fundamental question: How do we successfully navigate each client Nest-egg through the increasingly complex global economic environment?
The Scott Group believes that for clients to thrive, with an intelligent and disciplined strategy, an adept Financial Advisory Team needs to bring ever deeper reservoirs of empathy, integrity and wisdom to client relationships.
The multi-generational structure of The Scott Group allows for the team to work extremely well with the different generations of clients’ families, always striving to deliver proactive communication and concierge-level service. We are grateful and invigorated that we are able to define our Team’s success by helping our clients achieve their success.
Along with our skills, we believe our service philosophy is a key reason many of our relationships with clients span decades. Everyone on our team is committed to helping clients on their financial journey by building relationships and striving to provide an exceptional experience.
Since joining Merrill Lynch in 1968, Bill has been singularly focused on delivering superior, consistent results for long-term investors using durable portfolios, rigorous research and integrity. Through the years this approach has helped him build and sustain his practice through market's ups and downs. He is entrusted with over five billion in client's assets as of June 5th, 2018.
No two people are alike. Consequently, there is no singular wealth management strategy or tactic that is appropriate for everyone. What matters most to us is what matters most to you. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can we help you position yourself to identify and address financial challenges and opportunities. To that end, we will thoughtfully employ our experience and resources to help guide you as you pursue your goals.
Wisdom to us means thoughtfully “marrying” our deep understanding of how a client defines success, with an astute knowledge of the financial markets and liquid investments. The genesis of this marriage is the construction of personalized and durable investment portfolios. A durable investment portfolio results from continually analyzing how the world works, distinguishing reality from emotion, and respecting what cannot be known. Durable investment portfolios of stock allocations own great businesses at a fair price. Very importantly, a durable investment portfolio needs to thoroughly incorporate a client’s comfort with risk. The Scott Group believes any portfolio that doesn’t achieve a thoughtful risk balance is, by definition, not durable.
Integrity is keeping our promise to always deliver in the best interest of our clients. We do what we say. There is no higher value than integrity.
Skill is being committed to produce above average gains inline with our clients risk appetite. Skill is not taking above average risk to outperform, but rather striving for superior performance with less-than-commensurate risk. Thus, rather than merely searching for prospective profits, we place the highest priority on our client's objectives and preventing losses.
Empathy to The Scott Group means beginning each relationship with a thorough discovery process into exactly what clients hope to accomplish through investing. In other words, when clients imagine their future, what exactly does this ideal picture look like? What specifically will their Nest-egg allow clients to achieve? How can income be intelligently generated to support these dreams while avoiding invasion of principal?
For many years, the goal of the Scott Group has been to provide financial advice and guidance and investment management to thriving clients. Our familiarity with the challanges of sufficient wealth, combined with the vast Merrill Lynch platform of services and systems capabilities, provide you with a resource to address nearly every financial need - large and small. We are committed to sharing our experience, profesisonal knowledge and network to serve you. Our disciplined process of wealth management is not just investments, estate planning services and education savings. It is about you.
Our process is designed to deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond portfolio management. Our ability to provide access to the investment insights of Merrill Lynch and the banking convenience of Bank of America offers a way for clients to manage all of the pieces of their financial lives. We can be a financial resource, helping clients with the process of transferring wealth to the younger generation.
Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
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We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy 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.