Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Scott joined Merrill Lynch Wealth Management in 2008 and has held various roles within Merrill where he earned many accolades for his outstanding service. As a Financial Advisor his primary focus is creating better financial lives through custom tailored solutions for high net-worth individuals, families, and institutions based upon the client's risk tolerance, time horizon, liquidity needs and overall investment goals.
Scott offers services in the following areas:
• Cash Management Strategies
• Custom Investment Strategies
• Risk Management
• Retirement Planning
• Educational Savings Plans
• Estate Planning Services
• Retirement Planning
• Corporate 401(k) Plans
• Commercial Real Estate Loans
• Customized Lending and Home Loans through Bank of America, N.A. (NMLS#1537122)
Scott has a Bachelor of Science degree from the College of Liberal Arts and Sciences at Arizona State University.
He holds an Accredited Asset Management SpecialistSM certification awarded by the College for Financial Planning and the Completion Certificate of the Longevity Training Program, from The University of Southern California, Davis School of Gerontology.
Scott grew up in Apple Valley, Minnesota and currently resides in San Diego, California. Outside the office he enjoys hiking, emerging technologies, reading, college basketball, watching a good boxing match and is an avid watcher of CNBC.
*AAMS® and Accredited Asset Management SpecialistSM are registered service marks of the College for Financial Planning.
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.
College for Financial Planning
Arizona State University
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
Senior Wealth Management Lending Officer
Bank of America, N.A.
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.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.
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.