Scott Moseley joined Merrill Lynch Wealth Management as a Financial Advisor in 1998 following a long and distinguished career in top broadcast management including General Manager of two major Fresno Radio Stations over 17 years. He is a 1975 graduate of Pacific Union College in Angwin, California with B.S. in Communications, with an emphasis in Broadcasting. He is a Fresno native.
His investment philosophy has been greatly impacted by many years of business management experience that culminates in helping to reach client financial goals with the least amount of risk possible. It is his goal to be an essential financial resource for each client.
His focus includes:
• Custom Financial Strategies
• Goals Based Wealth Management
• Retirement Income Planning
• IRA & 401K Management
• Estate and Wealth Transfer
• Coordination with clients' other professionals - CPA and Attorney
• Cash Management
You may also benefit from the experience of a Wealth Management Lending Officer from Bank of America, N.A. who can provide strategic and personalized home financing guidance focused on your needs. Working together, your Financial Advisor team and Lending Officer can draw upon an expansive array of home financing solutions designed to fit into your overall financial strategy and help you pursue your financial objectives. He holds FINRA Series 7 & 65 registrations and California Life & Health licenses. His team includes an outstanding assistant with more than 24 years of experience at Merrill Lynch Wealth Management.
*The Wealth Management Lending Officer does not offer investment advice, nor make recommendations on investment products. (NMLS#710965)
*Merrill Life Agency's California License Number 0522776
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.
