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.
Scott joined Merrill Lynch Wealth Management in October of 2005 following a career as President and CEO of a local middle market company. Scott works with affluent families to develop customized strategies designed to achieve both short-term and long-term financial goals including retirement, education planning, philanthropic giving, and legacy creations. Scott is a graduate of The Ohio State University and holds the Chartered Retirement Planning CounselorTM certification. He and his wife reside in Solon. 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.
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.
