Scott Harris believes that managing wealth extends beyond building investment portfolios. This means meeting with people to discuss what matters most as they prepare for the next stage of their lives and the financial implications of such planning. With over 15 years in the financial services industry working with individuals guiding them as we work towards pursuing their goals. After listening to understand their needs and aspirations, Scott is able to develop a personalized strategy that helps to define and accomplish those goals. His biggest satisfaction comes from developing those relationships and knowing that what he does makes a difference and that he has been helpful in improving his client's overall experience. When not at work, Scott enjoys spending quality time with his 3 children, 3 grandchildren and his dog named Dakota. He also enjoys playing golf with his son Tyler.
As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.
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.