Alan Scharff

Alan J. Scharff is a Senior Vice President, Wealth Management Advisor and Senior Portfolio Manager providing comprehensive wealth management and investment advisory services to individuals and multi-generational families. He offers a disciplined, planning‑driven approach that integrates portfolio management, tax‑aware investing, and long‑term risk management.

As a specially qualified Senior Portfolio Manager, Alan has the flexibility to design and manage customized investment strategies aligned with each client’s goals, time horizon, and tax considerations. His potential solutions may incorporate individual securities, firm and third‑party strategies, and discretionary portfolio management through Merrill’s Investment Advisory Program.

Alan’s advisory philosophy emphasizes thoughtful portfolio construction, diversification, and adaptability as markets, tax laws, and client circumstances evolve.

<sup>*A Senior Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. A Senior Portfolio Manager may make their strategies available to clients working with other Merrill Lynch Wealth Management Advisors.

*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.</sup>