Since 1989, Agnes has provided an uncommon level of intellectual rigor, acumen and attention to a diverse clientele that has achieved success in the worlds of business, sports and medicine. 

Given the distinct mindsets and motivations of those she serves – C-suite executives, entrepreneurs, physicians, and professional athletes – Agnes devotes significant time to developing an intimate understanding of how each client views their wealth and the opportunities that come with it. 

Utilizing a planning-based approach that is ongoing – not a one-time event – Agnes looks to identify goals and holes in clients’ financial lives. She may ask, “What’s the purpose of your wealth? How do you manage debt? Who are you responsible for? And do you feel prepared for the unexpected?”

 

Summoning her array of skillsets, Agnes helps clients with everything from complex exit planning strategies to tax-minimization and estate planning strategies – often collaborating with the firm’s trust professionals and clients’ CPAs and attorneys. She feels privileged to offer clients access to the extensive resources of Bank of America for residential, securities-based, commercial and structured lending, as well as practice management solutions. 

When it comes to investments, Agnes follows portfolio construction guidance from the firm’s Chief Investment Office and uses the firm’s research-based portfolios. With diversification a critical – especially for those holding large concentrations of company stock – a client may own individual equities, bonds, ETFs, and alternative investments*.

In addition to successful individuals, Agnes advises on the issues confronting private and public entities – assisting owners and plan administrators with the development and implementation of group retirement plans.

Agnes has received rigorous industry training that allows her to provide clients with an extra measure of knowledge and know-how. She holds the CERTIFIED FINANCIAL PLANNER^™ certification from the Certified Financial Planner Board of Standards, Inc., the Certified Plan Fiduciary Advisor^® (CPFA^TM) awarded by the National Association of Plan Advisors, and the SE-AWMA^™ from The College for Financial Planning Institutes Corp. She is also one of a select number of Merrill advisors who holds the Retirement Benefits Consultant designation. 

A native of Hungary, Agnes moved to the U.S. as a child. In addition to visiting family members there, she enjoys an active outdoor lifestyle – boating, skiing, hiking, biking and swimming.


*Agnes Scott NMLS ID 816314 *Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors. *The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation.