Shannon N Scott, CPFA

Financial Advisor
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Merrill Lynch
Wealth Management

Whatever your personal goals may be, I will work with you to develop a personalized financial approach designed to help you pursue what’s most important to you.

Our Videos

Insights, observations, and ideas to help you in your pursuit of your financial goals.

Important Video Disclosures

My team and I will help you pursue what matters most to you and your family.

How we can work with your estate planning attorney and tax advisor to help preserve, protect, and control the wealth you’ve worked so hard to build.

Profile

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.

  • EDUCATION

    Grand Canyon University

Professional Staff

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.

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.

Daniela Nunez

Wealth Management Banking Specialist

Merrill

Cecilia Remy

Retirement Specialist

Bank of America, N.A.

Christina Manos

Credit Consultant

Bank of America, N.A.

NMLS #869928

Past Events

Women's Seminar- Your Financial Journey

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.

    Taking Control of Your Retirement

    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.

      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 a Merrill Lynch Wealth Management Advisor, I focus on connecting all aspects of clients’ financial lives to help them prioritize and pursue goals that matter most to them. I work with individuals and families to understand their financial situation, risk tolerance, time horizon and liquidity needs. I help them articulate their short- and long-term goals, then work with them to establish a financial approach aligned with what they strive to achieve. I do so while combining personalized service with the investment insights of Merrill and access to the banking convenience of Bank of America.

      Philosophy

      I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, I will work with you to develop an approach designed to help address your financial needs.

      Approach

      I begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you and your family.

      Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help me get to know you better as an investor and help you refine your investing preferences. Together, I can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, I help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.

      Your approach to investing

      Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

      Understanding your goals and priorities

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

      Capabilities

      My 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. My 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. I view myself 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.”).

      Focus On Individuals, Families and Small Businesses

      I believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, I start by getting to know you and how you feel about the following seven life priorities.

      • Health: Managing healthcare expenses, now and in the future
      • Home: Upsizing, downsizing, remodeling or buying a vacation home
      • Family: Taking care of your family and other people in your life
      • Leisure: Spending your free time in meaningful ways
      • Giving: Volunteering, mentoring others and giving to charities
      • Work: Working in retirement, selling or starting a business
      • Finance: Bringing it all together and defining your financial goals

      This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

      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.

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        #DigitalMerrill

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

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        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 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.

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

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          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.

          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.