Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
With clients across the United States, including individual investors, small companies and private entities, Scott is committed to providing the high level of service and professionalism that clients expect from a long-term, private client relationship.
Using a combination technical and fundamental analysis, historical data as well as proprietary and independent research, Scott creates customized strategies designed around individual short and long term goals. He strives to develop plans that mitigate downside risk so clients enjoy consistent returns without the volatility that can sometimes make investing an anxious experience.
Scott's primary areas of focus include:
- Investment Management with a focus on
Covered Call Option Writing Strategies
- Retirement Income Planning
- College Planning
- Wealth Preservation and Transfer Strategies
- Estate Planning Services
- Life Insurance Analysis and Funding
- Cash Management Strategies for Business
Scott is a graduate of the University of Wisconsin - Madison, with degrees in both Molecular Biology and French. He also holds an MBA in Finance and International business from the Johnson Graduate School of Management at Cornell University. Additionally, Scott is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. and also holds the CRPC® (Chartered Retirement Planning CounselorSM) designation.
Prior to becoming a Financial Advisor in 2002, Scott was the Managing Director of International Operations for GATX Terminals Corporation, a company active in the oil and chemical transportation industry.
A native of the Chequamegon Bay area of Northern Wisconsin, Scott and his wife Michelle live in Hugo, MN and have six grown children. He is active in Scouting, Public Schools and holds positions on a variety of Non-Profit Boards. Scott was the 2010-2011 President of the Stillwater Noon Rotary Club and is active at the District 5960 level of Rotary International.
*Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Financial Advisor.
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*CRPC® and Chartered Retirement Planning Counselor are registered service marks of the College for Financial Planning.
English & French
University of Wisconsin Madison
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 Lending Officer
Bank of America, N.A.
Bank of America, N.A.
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 periodically 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 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.
We will work to help you stay on track, regardless of what the markets are doing.