As a Merrill Financial Advisor, Scott's primary goal is to be a consistent source of strength in a client's financial life. Key to this effort is gaining an in-depth understanding of what's most important to clients, both on a personal and financial level.
Prior to joining Merrill Lynch Wealth Management, Scott was an independent advisor whose practice centered around working with small business owners and their families on business life insurance planning, estate planning services, and employer-sponsored retirement plans. Having worked in the financial services industry since 2003, Scott leverages his experience, the firm's extensive resources, and strategic partnerships with other Merrill Financial Advisors to provide customized wealth management and retirement planning strategies to clients. Scott also serves as the Senior Resident Director of the Dothan office and holds the Chartered Life Underwriter® (CLU®) designation.
A native of Dothan, Scott is married to wife Caleigh, an executive recruiter and artist, and is the proud father of 15-year old twins Henry and Oliver. Away from the office Scott is an avid musician and enjoys spending time with his family at the beach. Scott currently serves as a board member for the Dothan Area Chamber of Commerce, and is a founding member of Live at the Opera, Inc., a local non-profit concert and event promotion company whose mission is to bring regional and national musical acts to perform in Dothan.
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.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.