Scott has been in the financial services industry since 2000 and joined Merrill Lynch Wealth Management in 2012. His focus is on developing strategies and recommendations for successful individuals, families and businesses to help them meet their short-and long-term goals.
Scott's approach to wealth management is consultative, objective and extensive. It focuses on an efficient allocation of client resources and includes an analysis of both sides of the balance sheet: assets and liabilities.
Scott grew up in Telluride, Colorado and is a 1990 graduate of the University of California at Berkeley with a B.A. in Economics. He is a strong believer in life-long learning. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Certified Private Wealth Advisor® designation.
Scott raced as a professional cyclist from 1993 - 1997 and was a member of the 1992 U.S. Olympic Cycling Team in Barcelona, Spain. He also raced with the US Postal Services Cycling Team and was based in Girona, Spain. In 2013 he was singled out by United States Anti-Doping Authority CEO Travis Tygart for his career as a clean athlete.
Scott is a former chair of the Community Hospital Board of Trustees, a former board member of Roaring Fork Cycling, and writes a cycling column for the Aspen Times. He is also a sought after public speaker and has addressed the cadets of the West Point Academy, the Naval Academy, and the Air Force Academy on Moral Courage, Integrity and Grit. He enjoys reading, writing, cycling, mountain-biking, and skiing. Scott and his wife, Mandie, live in Basalt.
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.