Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Scott has been in the financial services industry since 2000 and joined Merrill Lynch Wealth Management in 2012. His focus is on developing strategies and recommendations for successful individuals, families and businesses to help them meet their short-and long-term goals.
Scott's approach to wealth management is consultative, objective and extensive. It focuses on an efficient allocation of client resources and includes an analysis of both sides of the balance sheet: assets and liabilities.
Scott grew up in Telluride, Colorado and is a 1990 graduate of the University of California at Berkeley with a B.A. in Economics. He is a strong believer in life-long learning and has earned his Certified Private Wealth Advisor designation and is currently working towards a masters in finance from the Harvard University Extension Program.
Scott raced as a professional cyclist from 1993 - 1997 and was a member of the 1992 U.S. Olympic Cycling Team in Barcelona, Spain. He also raced with the US Postal Services Cycling Team and was based in Girona, Spain. In 2013 he was singled out by United States Anti-Doping Authority CEO Travis Tygart for his career as a clean athlete.
Scott is a former chair of the Community Hospital Board of Trustees, a board member of Roaring Fork Cycling, and writes a cycling column for the Aspen Times. He is also a sought after public speaker and has addressed the cadets of the West Point Academy on Moral Courage and Integrity. He enjoys reading, writing, cycling, mountain-biking, and skiing. Scott and his wife, Mandie, live in Basalt.
University of California at Berkeley
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.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
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
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.
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.