With over 35 years’ experience as a financial advisor, Scott focuses on providing clients with the finest individually tailored approach to financial strategies. He has a commitment to developing strong ongoing relationships with each client, and to provide sound guidance as life situations change. Scott recognizes that his ultimate responsibility to his clients is to help them build a solid foundation on which to make their financial decisions with confidence. He helps people achieve their personal and financial goals by incorporating wealth management strategies that are consistent with their unique objectives and risk reward tolerance. Scott works with individuals and families incorporating education and retirement planning, estate planning services in conjunction with their attorneys, life insurance analysis, and fixed income investing. Scott is a CERTIFIED FINANCIAL PLANNER® professional and also completed an executive education program for financial advisors at the Wharton School of Business, University of Pennsylvania. He lives in Myrtle Beach, SC.
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.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.