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Important Video Disclosures
Shannon Scott joined Merrill in 2020, and she has been in the financial services industry since 2017. Shannon has a Bachelor of Science in Accounting from Grand Canyon University. She has a background as a medical transcriptionist, a business owner, and a real estate investor. She is a Certified Plan Fiduciary Advisor (CPFA) designee. She is married and the mother of seven children.
Relationships are very important to Shannon in everything that she does. She focuses on building lasting relationships with individuals, families, and local businesses. She works with these groups to develop personalized strategies tailored to serve their unique needs. She helps families at all life stages, from providing for children, to preparing for retirement, managing retirement income, and estate planning services. She helps businesses from startup, to growth, and to transitioning the family business to the next generation.
Grand Canyon 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.
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.
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.
Wealth Management Banking Specialist
Merrill
Retirement Specialist
Bank of America, N.A.
Credit Consultant
Bank of America, N.A.
NMLS #869928
3145 NW 43rd St, Gainesville, FL 32606
May 22nd, 2023|3:00 PM - 4:00 PM
You’re invited to a complimentary seminar.
Women have a lot to celebrate. They’ve made strides in key areas in recent
years — from earning more college degrees and holding higher-paying jobs to
starting their own businesses and living longer.
In this seminar, we’ll talk about the economic power and influence that women
possess and how you can prioritize the things that matter most to you, from
your careers to your families. We’ll also discuss how to plan for your goals
throughout your unique journey.
Alachua County Library, Millhopper Branch, Room A, 3145 NW 43rd St, Gainesville, FL 32606
July 24th, 2023|3:00 PM - 4:00 PM
Throughout your investing life, you’ve worked hard to save for the retirement you’ve
always envisioned. In this seminar, we’ll talk about one of the most life- altering
financial turning points each of us will experience — the transition to retirement —
and the challenges and risks associated with it, as well as some potential solutions for
building a portfolio to support your goals. Join us for an informative seminar during
which you’ll get a better understanding of:
• Common retirement risks such as longevity, withdrawal, investment and inflation
risks — and ways to help manage these risks.
• How to identify your retirement goals, and more importantly, prioritize them based
on what matters most to you.
• Possible techniques for building a portfolio aligned to your priorities — leveraging a
range of possible solutions.
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.
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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
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.
The Power of the Right AdvisorTM
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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