The Clark Moss Group

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Get To Know Us

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.

Scott S MacIntyre

Scott S MacIntyre

Retail Sales Manager

Bank of America, N.A.

NMLS #1379810

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

As Purpose Driven advisors we believe True Financial Success can’t be reduced to balance sheet, income, or return; it’s about purposefully and intentionally using every dollar as a force for good within your family or organization, community, and the world at large.

We work with our clients to articulate what truly matters to them; to understand how they define success. This shapes and informs how we approach every element of building a comprehensive financial strategy which includes:

  • Mission driven goals
  • Values aligned and goals based portfolios
  • A strategic plan for generous giving
  • An estate plan that becomes an enduring legacy
Our Purpose Driven Wealth Management Framework drives intentional and purposeful decisions that promote a flourishing family or organization. Our mission of helping clients use wealth as a force for good informs everything that we do.

As Purpose Driven advisors we believe wealth management is about more than investing; it’s about helping you pursue True Financial Success and bringing your values to life through accomplishing your most important goals.

We take the time to ask hard, smart questions so that we can understand your values, guiding principles, and priorities.  These shape and inform how we approach every element of building a customized financial plan which includes: 

  • Mission driven goals
  • Values aligned and goals based portfolio
  • A strategic plan for generous giving
  • An estate plan that becomes an enduring legacy
Our Purpose Driven Wealth Management Framework drives intentional and purposeful decisions that promote a flourishing family or organization.

Everything we do is grounded in helping families and organizations make purposeful financial choices. A typical engagement follows a four part process:

Discovery

  • Understanding your values and aspirations
  • Defining specific mission driven financial goals
  • Understanding your current financial circumstances and management
 Plan Development
  • Develop a customized and comprehensive strategy that addresses each wealth management domain: goals, investments, banking, estate planning services, philanthropy, education planning, tax minimization strategies, lending, etc.
Plan Implementation
  • Work with you and your advisory team to implement each element of the plan.
Values Aligned Portfolio Management
  • Build a personalized portfolio that reflects your goals and expectations.
  • Screen out investments that violate your moral principles and ensure your shareholder vote reflects your values.
Ongoing Service Commitment
  • Your life and the markets are always evolving. Whether in the board room, around your kitchen table, or using the latest technology, we spend time face to face with clients helping them monitor and adjust their strategy as they progress towards their goals.
 Family Summit / Board Retreats
  • Wealth can be a powerful tool to unite your family or organization under a common vision. We lead family summits and board retreats that bring together stakeholders to articulate their vision for what they hope to accomplish with their financial resources.

We believe that your investments should be a reflection of you — your life, your priorities, your goals. As your dedicated advisor we will get to know what matters most to you and help you define your goals. We use this understanding to help you build a customized financial strategy and offer ongoing, personalized advice. Combined with professional management and regular reviews, you can stay on the right path towards pursuing your long-term objectives.

Our clients are mission driven families and organizations that want to deploy wealth as a force for good.  Our clients include:

  • Entrepreneurs
  • Senior Corporate Executives
  • Foundations
  • Endowments
  • Corporate 401(k)

Your Financial Strategy

We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.

FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

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.

Staying on Track

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 you stay on track to achieve what's most important to you.


Periodic reviews to help you
stay on track

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.


    Monitoring changes in your life
    and to your goals

    Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

    Wealth Management Your Way

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

    It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click

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

    Your advisor is a click away through our Secure Inbox and texting application

    Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income

      Let’s Have a Conversation

      There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs – a caring advisor who can leverage the investment insights of Merrill Lynch and access to the banking convenience of Bank of America to help clients face today’s financial and economic landscape. Let’s work together to help you achieve your goals.

      Why Merrill Lynch?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.


      Merrill_Capabilities_Brochure.png  

      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.

      Personalized advice from a dedicated financial advisor.

      Getting to know you is our primary goal.

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

      Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.

      Adjusting your strategy as your life and the markets change.

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