Scott Moran
As a partner with Merrill’s Corporate Advisory Services Team, Scott is responsible for institutional relationship management. He works with institutional clients to help empower their employees financial wellness journey through retirement benefit plans and equity award programs.
Scott oversees development and execution of all offerings the Corporate Advisory Services Team delivers across the Bank of America enterprise including Equity & Retirement Plan administration, Participant outreach & education, Executive Services & 10b5-1 plans, Family Office Services, Banking, Lending, and traditional Financial Planning and Investments.
Scott holds the Certified Equity Professional (CEP) designation, the CERTIFIED FINANCIAL PLANNER® certification, and the Certified Investment Management Analyst® designation. He is one of a select group of Merrill advisors who hold the internal Equity Plan Consultant certification. Scott regularly attends equity industry events to stay up to date on regulatory changes and industry trends.
Scott attended Gonzaga College High School in Washington, DC. He then graduated cum laude from the University of South Carolina with a bachelor’s degree in Investment Finance. Scott makes his home in Kensington, MD with his wife Julianne, their two children, and their Bernese Mountain Dog Otto. In his free time Scott enjoys golf, paddle tennis, fishing and supporting several local non-profit organizations.
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.
