Scott's tenure with Merrill Lynch Wealth Management stretches back to 2006, and he has been in the financial services industry since 1996. He is a qualified portfolio manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a portfolio manager may manage his strategies on a discretionary basis. He puts his skills to work by assisting clients with retirement planning services. He holds the Chartered Retirement Planning Counselor (CRPC) designation. A native of Gloversville, New York, Scott received a bachelor's degree in mathematics from Siena College, and earned his MBA from the College of Saint Rose. Burnt Hills is home to Scott, his wife, Melissa, and their four boys.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
