Scott offers a comprehensive approach to managing wealth that begins with getting to know a client and the client’s family, financial situation and what matters most to them. Then he helps them create a customized wealth management approach that can be flexible as their needs and market conditions change. He provides access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients’ financial lives. He is driven by his passion for delivering excellent service and helping clients pursue their goals. In 2021 he received his CERTIFIED FINANCIAL PLANNER™ certification to further assist with clients unique planning needs.
As a New Hampshire native, Scott moved to Manchester after graduating the University of New Hampshire in 2005. He began his career in finance with Bank of America working with personal and business clients. Realizing his passion for helping people and affinity for investing he joined Merrill in 2011. In his free time he enjoys spending time hiking and snowboarding, playing tennis and golf along with boating on the lakes of New Hampshire or Florida oceans. He has previously served as president and board member of the Manchester Kiwanis club along with board positions for the Friends of Norris Cotton Cancer Center.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.