Scott Holmes
Scott is a Merrill Senior Financial Advisor based out of Dearborn Michigan. Scott began his career in the Financial Services Industry in 2006 after graduation from The University of Detroit-Mercy with a BS in Business Administration.
Scott helps successful individuals, families and business owners in developing individualized financial strategies to fit each client’s unique situation. Each situation is crafted with a Goals-based wealth management approach that is client centric. Scott is a qualified Senior Portfolio Advisor who can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies. Leveraging the investing resources of Merrill, Scott helps develops an investment strategy that adheres to a disciplined process to help clients achieve their goals.
In addition to investing, Scott can offer clients access to a Wealth Management Lending Officer from Bank of America, N.A. who can provide strategic and personalized home financing guidance focused on your needs. Working together, your Financial Advisor team and Lending Officer can draw upon an expansive array of home financing solutions designed to fit into your overall financial strategy and help you pursue your financial objectives. The Wealth Management Lending Officer does not offer investment advice, nor make recommendations on investment products.
Scott invites you to contact him to see how his knowledge and services can help you meet your financial needs.
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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.
Placing the investor at the center of the planning process—while maintaining a market focus — is my goal in helping you work through difficult financial transitions and decisions that can occur in your life. The process begins by getting to know you, your family and financial situation, understanding your risk tolerance, time horizon, liquidity needs, goals, priorities and unique financial concerns. From there, a personalized financial strategy is designed, drawing upon the investment insights of Merrill and accessing the credit, lending and banking solutions available from Bank of America. As your needs or market conditions change, I will meet with you to track and adjust your approach, as necessary.
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.
