Shannon Scott joined Merrill in 2020, and she has been in the financial services industry since 2017. Shannon has a Bachelor of Science in Accounting from Grand Canyon University. She has a background as a medical transcriptionist, a business owner, and a real estate investor. She is a Certified Plan Fiduciary Advisor® (CPFATM) designee. She is married and the mother of seven children.
Relationships are very important to Shannon in everything that she does. She focuses on building lasting relationships with individuals, families, and local businesses. She works with these groups to develop personalized strategies tailored to serve their unique needs. She helps families at all life stages, from providing for children, to preparing for retirement, managing retirement income, and estate planning services. She helps businesses from startup, to growth, and to transitioning the family business to the next generation.
As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.
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.
