Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

Watch now

Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

Watch now

Merrill Lynch

The Scott Group

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Merrill Lynch
Wealth Management

Our team culture is different. We believe in WISE investing: Wisdom, Integrity, Skill & Empathy. This is what drives our client relationships.
The Scott Group at Merrill Lynch Wealth Management

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.

Where We Come From

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Since joining Merrill Lynch Wealth Management 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 $6.8 billion in client's assets as of October 21st, 2021.

Philosophy

No two people are alike. Consequently, there is no single wealth management approach 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 potential opportunities. To that end, we will thoughtfully employ our experience and resources to help guide you as you pursue your goals.

WISE = Successful Investing

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?


Focus on Thriving Individuals

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 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.

Capabilities

Our process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. Our ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Kevin E Scott

Meet the Team

Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Additional Resources

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.

Lusine Lucy Badalyan

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #488458

Gregory Fry

Structured Credit Executive

Bank of America, N.A.

Ally Bowdoin

Wealth Strategist

Merrill

Staying on Track

We understand that both your life and the financial markets can change over time. By 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.



Reviews to help you
stay on track

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.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    #DigitalMerrill

    MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

    Your advisor is a click away within our site or mobile apps

    You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

    Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we 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.

      Why Merrill?

      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 put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.



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      Transcript of Video 

      No question too big or moment too small

      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      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.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.