Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
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 Washington D.C.
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.
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.
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 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.
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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 will work to help you stay on track, regardless of what the markets are doing.
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.