The Neville Scavelli Group

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Merrill Lynch

The Neville Scavelli Group

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Guidance Built on Wisdom and Discipline.
Backed by more than a combined 50 years of industry experience, The Neville Scavelli Group empowers clients to pursue their life goals by guiding them in devising and implementing a holistic approach to wealth management. We integrate investment advice and guidance, wealth structuring and exceptional client service to help each client accumulate, preserve and intelligently manage wealth throughout their life.

The Neville Scavelli Group

Working With The Team

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*Source: Forbes "Best-in-State Wealth Advisors" list, February 2018. For more information about the selection criteria, go to http://details-he.re/UbRCGT. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client's experience, future performance, or investment outcome.

A Focus on Clients, a Passion for Wealth Management

We believe wealth management is a thoughtful, ongoing process, not a single transaction. Your strategy, and the diversified portfolio of investments that powers this strategy, should be based on your unique circumstances, your values and your vision of the future.

A Goal-Centric and Personalized Process

We spend considerable time and energy in discovery to understand your core values, life goals, key relationships and family dynamics, and we complete a diagnostic analysis of your balance sheet, income and expenses, and non-investment assets and liabilities. Upon completion of our analysis, we share our thoughts on the strengths and weaknesses of your current strategy, as well as our ideas for you moving forward.

Who We Work With
 
We work with successful families, couples and individuals, including business owners, entrepreneurs and corporate executives. Each client is unique, but they often share common values around family, education, a strong work ethic and philanthropy.

Veterinary Professionals

Our practice has deep rooted relationships and experience in the veterinary industry – enabling us to work with practice owners, specialists, and equine professionals to structure tax-efficient benefit plans, merger and acquisition opportunities, and comprehensive wealth management counsel. Even more, clients benefit from our deep network of strategic partners in the areas of law, lending, and tax compliance who carry a specific focus in veterinary medicine.

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Client Relationships Are Built on Commitment

We are proud of the strong connections we've developed with clients and their families over the years. A number of clients have been with us for more than a decade, and many of our relationships with families span multiple generations. Our commitment to clients and the strong relationships we build with them are the pillars of our durable relationships.

Our commitment to you:

  • We seek to understand you, your goals, your personal financial needs, your tolerance for risk, time horizon, liquidity needs and any other factors that may affect our recommendations.
  • We seek to understand the key relationships in your life and the dynamics within your family as they pertain to your finances.
  • We help you weigh your investment choices and set realistic expectations about long-term performance and associated risks.
  • We make ourselves available to discuss the status of your investments, and we offer timely account and transaction information
  • We meet with you periodically to review your strategy and investments and to listen to any changes in your life and circumstances, or market conditions, that may prompt us to adjust your strategy.
  • We gauge our success by the progress you make, over time, toward the financial goals that are most important to you and your family.

Your Circle of Advisors
At your request, we will coordinate with your other professional advisors, including your attorney, CPA, tax preparer, business manager, insurance underwriter and any others. Our experience has been that your interests are best served and you increase the likelihood of attaining your goals when your trusted advisors work together proactively to offer a holistic approach to cohesive custom strategies.

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Investment Strategy: Seizing Opportunity and Managing Risk

Core investment tenets include:

  • Markets and economies are interconnected. The investment landscape is exceedingly complex today, but can be deciphered
  • Portfolio structuring should be heavily influenced by your time horizon for the invested assets.
  • There are several forms of risk in investing, not just price volatility. Your tolerance for risk depends on a number of factors, not just your age.
  • Diversification is a good first step in managing portfolio risks. True diversification is about finding an optimal mix of non-correlated investment assets.
  • Liquidity and marketability are paramount to maintain flexibility in a rapidly changing market environment.
  • We place a high value on transparency— in terms of investment portfolio performance, progress to goals and all associated expenses.

Review and Evaluate
As we work with you in building a portfolio, we help you weigh overall balance sheet exposures and, in concert with your tax professionals, help you evaluate tax minimization strategies. We focus on carefully tracking progress to goals, and we repeatedly ask this question: Is each portfolio on track to fulfill its mandate and pursue your stated goal?

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Corporate Services

The Neville Scavelli Group offers corporate services to nonprofit and for-profit organizations. We support entrepreneurs, management teams and human resources executives as they evaluate benefits plans, refine plan design and oversee ongoing plan execution.


Integrated Corporate Benefits Plans
  • Defined Contribution—401(k), 403(b), Safe Harbor, profit-sharing plan
  • Defined Benefit—Traditional and cash balance plans
  • Equity Compensation—Directed share, employee stock purchase, stock option, restricted stock, Rule 144 and 10b5-1 diversification plans
  • Deferred Compensation—Supplemental executive retirement plans and COLI
  • Employee Education—Face-to-face workshops and one-on-ones to help key employees take full advantage of each benefit plan

We also offer access to services and products provided by Bank of America, including a menu of banking services for companies and their staffs, such as Bank of America's innovative Bank at Work™ program for employees, and lending, leasing and liability management programs for companies.

Meet the Team

Supported by the global resources of Merrill Lynch, our 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 Financial Advisor if you have questions about how a specialist might be able to assist you.

Matthew W McKean

Matthew W McKean

Trust Specialist

Jason A Elfenbein

Jason A Elfenbein

Senior Wealth Management Lending Officer NMLS # 644475

Your Financial Strategy

We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

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.

Staying on Track

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 give you peace of mind* that you're on track to help achieve what's most important to you.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

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.

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

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

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Access to what you need, when you need it

MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

  • Your advisor is never more than a click away within our site or mobile apps
  • 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 Lynch’s asset aggregation tool

*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we 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.

Why Merrill Lynch?

As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.


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We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.





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Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

A comprehensive approach, built around your life’s priorities.

Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.

Adjusting your plan as your life and the markets change.

We will work to help you stay on track, regardless of what the markets are doing.