Agnes Scott
,

Vice President, Wealth Management Advisor

50 North Laura Street
Jacksonville, FL 32202
904.634.6164
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Clients deserve a financial advisor who delivers the same dedication and passion that they bring to their careers. By guiding and simplifying my clients’ decisions, I can brighten their financial pictures and outlook.
Profile

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® (CPFATM) 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.

About Me
Welcome

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.

Meet Our Professional Staff
Charlene L Hickman
Registered Senior Wealth Management Client Associate
904.634.6033
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Susan Herold
Wealth Management Banking Specialist
Merrill
About Merrill

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.

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Agnes Scott is registered to do business in AL, CA, CT, DC, FL, GA, IA, MD, MI, MO, NC, NE, NV, NY, OH, OR, PA, SC, TN, TX, VA, WY.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.