Scott Mullins
Senior Financial Advisor
I focus on offering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. I provide access to the investment insights of Merrill and the banking convenience of Bank of America to help address the various aspects of clients’ financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals. Areas of focus include business owners, professionals in the health care industry, trusts and 401(k) rollovers.
*You have choices for what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs and goals, you may choose to rollover to an IRA or convert to a Roth IRA, rollover a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is. Each choice may offer different investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment (particularly with reference to employer stock), and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care. For more information, please contact your Merrill Financial Advisor.
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. I am the Chairman for The Epilepsy Foundation of Oklahoma for many years. I am on the governor-appointed Oklahoma Rehabilitation Council. I also have volunteered for Junior Achievement teaching financial literacy to school-aged children. I am actively involved in AMBUCS as well as the Sooner Rotary Club.
My mission is to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. Some of the professions with which I work include healthcare providers (physicians, dentists, physician assistants, nurse practitioners, optometrists and nurses), healthcare executives, real estate professionals, trusts and 401K rollovers from previous employers. With the banking side that we offer, I can work closely with businesses to further meet their needs. Other services we can offer include HELOC, personal banking and checking, credit cards, insurance and comprehensive wealth/asset management. Scenarios where we can help in asset management also include newly divorced, inheritance, etc.
**Banking and Lending Services are through Bank of America, N.A.
*You have choices about what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs, and goals, you may choose to roll over to an IRA or convert to a Roth IRA, roll over a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is. Each choice may offer different investments and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment (particularly with reference to employer stock), and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care. For more information, please contact your Merrill Financial Advisor.*
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.
