Scott joined Merrill Lynch Wealth Management in 2008 and has held various roles within Merrill where he earned many accolades for his outstanding service. As a Senior Financial Advisor his primary focus is creating better financial lives through custom tailored solutions for high net-worth individuals, families, and institutions based upon the client's risk tolerance, time horizon, liquidity needs, overall investment goals and costs associated with the recommendation.
Scott offers services in the following areas:
• Cash Management Strategies
• Custom Financial Strategies
• Risk Management
• Retirement Planning
• Educational Savings Plans
• Estate Planning Services
• Retirement Planning
• Corporate 401(k) Plans
• Commercial Real Estate Loans
• Customized Lending and Home Loans through Bank of America, N.A. (NMLS#1537122)
Scott has a Bachelor of Science degree from the College of Liberal Arts and Sciences at Arizona State University.
He holds an Accredited Asset Management SpecialistSM certification awarded by the College for Financial Planning Institutes Corp. and the Completion Certificate of the Longevity Training Program, from The University of Southern California, Davis School of Gerontology.
Scott grew up in Apple Valley, Minnesota and currently resides in San Diego, California. Outside the office he enjoys hiking, emerging technologies, reading, college basketball, watching a good boxing match and is an avid watcher of CNBC.
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.
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.
