The Scott Group

Merrill Lynch Wealth Management

5370 Kietzke Ln
Reno, NV 89511
(775) 688-5731
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At The Scott Group, every member of our team is dedicated to helping people achieve their financial goals. We believe every client is entitled to the highest level of personalized service and care. With the global resources of Merrill, we’ll place you at the center of the wealth management process as we work together to design a goals-based financial approach to help you reach the goals that matter most to you.
The Scott Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Videos
Tax Planning
Recognition
Phillip Scott
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2021-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Barron's "America's Top 1200 Financial Advisors State-by-State", 2021-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
The Scott Group
Barron's "America's Top 1200 Financial Advisors State-by-State", 2021-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
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
Meet Our Team
Phillip Scott,

CFP®, CPM®

Managing Director, Wealth Management Advisor
775.688.5734
Jeffrey Jenkins
Financial Advisor
775.688.5731
Marie M Genc
Wealth Management Client Associate
775.688.5728
Mary Ann Tabor
Registered Senior Wealth Management Client Associate
925.945.4805
Ning Guo,

CFP®

Vice President, Senior Investment Manager
925.945.4870
Melissa Vargas
Assistant Vice President, Wealth Management Client Associate
775.688.5735
Paul D Granucci,

CRPC™

Vice President, Senior Relationship Manager
925.945.4882
Jennifer B Whalen,

CFP®, CPM®

Vice President, Senior Wealth Planner
925.945.4862
Shaylee Seaton
Registered Wealth Management Client Associate
925.945.4820
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.
Jodi Cody
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1516670
Valarie Beel
Wealth Management Banking Specialist
Merrill
Daniel Scalley
Wealth Strategies Advisor
Bank of America, N.A.
Insights
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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CPM® and Certified Portfolio Manager® are registered service marks of the Academy of Certified Portfolio Managers.
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.
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.