Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Scott joined Merrill in Chicago in 1987 after graduating from Marquette University. Raised in a working-class environment in Youngstown, Ohio, he started working at the age of 11 and later financed his own high school and college education. He enjoys helping clients create strategies aimed at protecting the wealth they have worked hard to accumulate.
Scott provides wealth management guidance to a select group of individuals, families and institutions around the country, including many active and retired business owners. He takes a genuine interest in each client’s financial wellbeing and works closely with them to tailor wealth management strategies to their goals and changing life circumstances.
Scott holds the Chartered Financial Analyst® (CFA®) and the Certified Plan Fiduciary Advisor (CPFA®) designations. He is a CERTIFIED FINANCIAL PLANNER certificant. As a Portfolio Manager, he can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.
A long-time Chicago resident, Scott volunteered for more than 25 years with the World’s Largest Block Party sponsored by Old St. Patrick’s Church. He is a past president of the Marquette Club of Chicago and served on the national board of the Marquette University Alumni Association, as well as on the board of the Chicago Athletic Association.
Scott has run in eight marathons, including Boston, and a number of international triathlons, including the Wisconsin Ironman. He lives in Barrington Hills with his wife and son, and also has a son who works in Seattle.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
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.
Our experts examine the forces that are changing the world – and how they may impact your life
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.
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.
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.
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.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.