The Scott Group

Merrill Lynch Wealth Management
1331 North California Blvd.
Suite 400/700
Walnut Creek, CA 94596
(925) 945-4807
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The Scott Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
The Scott Group
Merrill Lynch Wealth Management
Welcome

Our mission is to help create client portfolios that will increase cash flows in retirement. We help clients assess and address life’s major milestones from education to retirement transitions and beyond. We use disciplined cash-flow-driven processes to support goals-based portfolios, and we seek to minimize risk exposures and elevate cost/tax minimization strategies.

 

Diversification

We believe risk management is achieved by substantial diversification across asset classes using equity and debt securities.

 

Efficiency

We seek to reduce indirect costs by investing directly in individual stocks and bonds. We charge one asset-based fee, and we are sensitive to tax planning considerations.

 

Transparency

We construct and track investment portfolios consisting of individual stocks and bonds. We do not use mutual funds or other investment products with embedded fees and other internal costs. We avoid commodities, derivatives, or similar complex, high-risk financial instruments. 

Recognition
Phillip Scott
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2021-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Barron's "America's Top 1200 Financial Advisors State-by-State", 2021-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Philosophy

It is important that you take positive steps toward your financial future, and that means getting more than just investment advice. We take the time to get to know you and your family, your financial situation and what matters most to you. Using one-on-one collarboration as a foundation, We can work with you to build your own personalized financial strategy.

Meet Our Team
Phillip Scott,

CFP®,CPM®

Managing Director, Wealth Management Advisor
775.688.5734
Jeffrey Jenkins
Financial Advisor
775.688.5731
Marie M Genc
Wealth Management Client Associate
775.688.5728
Mary Ann Tabor
Registered Senior Wealth Management Client Associate
925.945.4805
Ning Guo,

CFP®

Vice President, Senior Investment Manager
925.945.4870
Melissa Vargas
Assistant Vice President, Wealth Management Client Associate
775.688.5735
Paul D Granucci,

CRPC™

Vice President, Senior Relationship Manager
925.945.4882
Jennifer B Whalen,

CFP®,CPM®

Vice President, Senior Wealth Planner
925.945.4862
Shaylee Seaton
Registered Wealth Management Client Associate
925.945.4820
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Valarie Beel
Wealth Management Banking Specialist
Jodi Cody
Wealth Management Lending Officer
NMLS #1516670
Daniel Scalley
Wealth Strategies Advisor
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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CPM® and Certified Portfolio Manager® are registered service marks of the Academy of Certified Portfolio Managers.
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 Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.