Scott Hoeppel Headshot Image
Scott Hoeppel
,
Senior Vice President, Senior Financial Advisor
3333 Warrenville Road
Lisle, IL 60532
630.505.5149
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

I have been with Merrill my entire career. I joined the firm in 1996 and currently serve as Senior Vice President, Senior Financial Advisor. For more than 25 years, I have helped my clients develop a customized strategy tailored to their unique needs and goals, which might include funding their children's or grandchildren's education, making sure their money lasts in retirement, buying a second home, covering their potential health care costs or transferring their wealth to the next generation.

My process is designed to deliver a customized, consistent experience that goes beyond portfolio management. My passion is fueled by knowing I make a positive difference in the lives of the clients I serve.

I graduated from the University of Illinois with a degree in Finance. I obtained my Chartered Retirement Planning CounselorTM certification in 2007.  My wife and I have three boys and live in Chicago's western suburbs. 

Named to the 2024 Forbes “Best-in-State Wealth Advisors” list.

Published on April 3, 2024. Rankings based on data as of June 30, 2023.*

*2024 Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.

Recognition
Forbes "Best-in-State Wealth Advisors", 2021-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Click here to learn more about advisor recognitions
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.

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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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.
Scott Hoeppel is registered to do business in AL, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NY, PA, SC, TN, TX, VA, WA, WI.