Michael Scudder Headshot Image
Michael Scudder
Financial Advisor
28202 Cabot Rd
Suite 200
Laguna Niguel CA 92677
(949) 721.6521
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As your Merrill advisor, the focus in working with you is to connect all aspects of your financial life to help you prioritize and pursue the goals that matter most to you.
Profile

Michael joined Merrill in 2020 after working in climate research for two years at the Keck Isotope Geochemistry Laboratory while attaining his degree in Earth & Planetary Science. Prior to this, Michael was a Teller at Bank of America through high school and college. Joining Merrill allowed him to combine these interests, dedicating himself to advising clients on how to effectively embrace sustainability in long-term investment portfolios.*

*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.

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Philosophy

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.

About Merrill

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Michael Scudder is registered to do business in AL, AZ, CA, CO, CT, FL, GA, HI, IL, IN, MA, MO, NC, NJ, NV, NY, OR, PA, SC, UT, WA.