The Hunt-Bass Group

Merrill Private Wealth Management
3455 Peachtree Road N.E.
Atlanta, GA 30326
(404) 231.2538
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Your life is about more than investments. It’s about your business, your family and your legacy across generations. We work with a limited number of individuals and families, offering highly personalized, boutique-like services and goals-based wealth management strategies for your financial life.
The Hunt-Bass Group
Welcome



Established in 1997, The Hunt-Bass Group is dedicated to helping address the complex wealth management needs of ultra-affluent individuals and families. This select clientele has entrusted the group with approximately $2.6 billion in client balances as of November 15, 2023. The team limits the number of relationships it serves so it can spend the necessary time and energy to provide each with personalized, concierge-like service and customized advice and guidance.

The Hunt-Bass Group understands that managing substantial wealth requires sophisticated, individualized strategies. Drawing on the investment insights of Merrill and access to the banking convenience of Bank of America, the team follows a detailed, multidisciplinary approach that is shaped by the members’ extensive background in financial services and investing. Supported by two highly skilled analysts and one dedicated private wealth associate, Private Wealth Advisors Scott Bass and Roger Hunt work to help serve clients’ diverse needs through a process they describe in terms of heart, head and body:

  • Wealth management is the heart, concerned with clients’ passions, aspirations and vision.
  • Investing is the head, an intellectual effort to help generate returns in ever more complex markets.
  • Our services form the body, providing capabilities required for everyday life.
By addressing the whole client, the team seeks to build and maintain long-term relationships founded on an unwavering commitment to the highest level of integrity and professionalism.


"Clients' most valuable commodity is time. We want to be the first call when anything changes in a client’s financial life. With our help, we hope they can maximize their time in other areas that matter most to them."

Roger Hunt, CFA®
Managing Director
Private Wealth Advisor
Recognition
The Hunt-Bass Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Our Approach
Our Philosophy

We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

Meet Our Team
Roger Hunt,

CFA

Managing Director, Private Wealth Advisor
404.231.2539
Scott Bass,

CIMA®

Managing Director, Private Wealth Advisor
404.231.2538
Matthew B Wood,

CFA, CRPC™

Vice President, Private Wealth Senior Investment Manager
404.231.7791
Ryan VanMeter,

CFP®, CPWA®

Vice President, Private Wealth Senior Relationship Manager
404.231.2593
Katreesa Rollins,

ChFC®, CFP®

Officer, Senior Private Wealth Client Associate
404.231.2505
Alexandra I La Force
Senior Private Wealth Client Associate
404.231.6988
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Michael Duffy
Private Wealth Strategies Advisor
Sarah F Prewitt
Structured Credit Executive
Bank of America, N.A.
Christopher Harley
Wealth Management Banking Specialist
Merrill
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Private Wealth

Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.

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CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.