Scott joined Merrill in Chicago in 1987 after graduating from Marquette University. Raised in a working-class environment in Youngstown, Ohio, he started working at the age of 11 and later financed his own high school and college education. He enjoys helping clients create strategies aimed at protecting the wealth they have worked hard to accumulate. 

 

Scott provides wealth management guidance to a select group of individuals, families and institutions around the country, including many active and retired business owners. He takes a genuine interest in each client’s financial wellbeing and works closely with them to tailor wealth management strategies to their goals and changing life circumstances.

 

Scott holds the Chartered Financial Analyst^® (CFA^®) and the Certified Plan Fiduciary Advisor, CPFA^® designations. He is a CERTIFIED FINANCIAL PLANNER^® certificant. As a Portfolio Manager, he can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.

 

A long-time Chicago resident, Scott volunteered for more than 25 years with the World’s Largest Block Party sponsored by Old St. Patrick’s Church. He is a past president of the Marquette Club of Chicago and served on the national board of the Marquette University Alumni Association, as well as on the board of the Chicago Athletic Association.

 

Scott has run in eight marathons, including Boston, and a number of international distance triathlons, including the Wisconsin Ironman. He lives in Barrington Hills with his wife and son, and also has a son who works in Tampa, FL.      

 


 

EDUCATION

 

Marquette University
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.