Scott Min
Scott B. Min, CFP®, CPWA®, CRPC™, is a Financial Advisor with Merrill Lynch Wealth Management who has been helping individuals, families, and business owners navigate complex financial decisions since 2015. His mission is to help clients build wealth that lasts for generations through thoughtful planning, coordinated strategies, and a deep understanding of what matters most to them.
Scott believes that every financial decision is connected. Investment decisions can influence tax considerations. Estate strategies can shape a family’s legacy. Lending decisions may affect cash flow and retirement outcomes. Rather than addressing these areas separately, Scott helps clients connect the different elements of their financial lives within one coordinated wealth management strategy.
Known for his analytical mindset and strategic approach to problem-solving, Scott particularly enjoys helping clients navigate situations in which multiple financial priorities intersect. He begins each relationship by listening carefully, asking thoughtful questions, and developing a thorough understanding of the client’s goals, values, family dynamics, concerns, and long-term vision. This understanding allows him to provide personalized guidance centered on what matters most to each client.
Scott works with successful professionals, corporate executives, business owners, retirees, and multigenerational families. He helps clients address a broad range of needs, including investment management, retirement planning, cash management, lending, wealth transfer, and philanthropic strategies. When appropriate, Scott works collaboratively with clients’ attorneys, accountants, and other trusted professionals to help align each area of their financial lives with their broader objectives.
As a CERTIFIED FINANCIAL PLANNER® professional, Certified Private Wealth Advisor® professional, and Chartered Retirement Planning Counselor™ professional, Scott draws upon advanced planning knowledge to help clients evaluate complex decisions and understand how one financial choice may affect another.
Scott earned a Bachelor of Science degree from the University of California, San Diego and completed the Wealth Management Theory & Practice program through the Yale School of Management. Fluent in English and Korean, he appreciates the importance of clear communication when discussing significant financial decisions.
Scott is an active member of the Rotary Club and the Bank of America Asian Leadership Network. Outside of work, he enjoys golfing, reading at the beach, and training toward his goal of completing all of the Abbott World Marathon Majors. He brings the same discipline, perseverance, and long-term perspective to his client relationships that he brings to his personal pursuits.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Building Wealth That Lasts for Generations
My mission is to help clients simplify financial complexity and navigate their future with clarity and confidence.
I believe true wealth management begins with understanding the person behind the portfolio. Before developing a strategy, I listen carefully and ask thoughtful questions to understand what matters most to you, your family, your goals, and the legacy you hope to create.
Every financial decision is connected. Investment management affects tax considerations. Estate strategies can impact family legacy. Lending decisions may influence cash flow and retirement outcomes. Too often, these areas are viewed separately. My role is to connect the dots and help bring every element of your financial life together within a cohesive strategy.
Only after I understand your priorities do we begin building a personalized plan designed to address today's opportunities, prepare for tomorrow's challenges, and support your vision for future generations.
Meaningful wealth management is not limited to investment performance. It is about making informed decisions, coordinating competing priorities, preparing for change, and using your wealth purposefully. My goal is to help you make those decisions with greater clarity while keeping your broader objectives at the center of our work together.
Your circumstances and priorities will evolve. Your financial strategy should evolve with them. I strive to remain an engaged and trusted resource as your family, career, business, and financial life change over time.
Let's build wealth that lasts for generations.
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.
