Scott Anderson
Scott follows a disciplined process that begins with first taking the time to get to know you, your family, your financial situation and what matters most to everyone in your family. I am a CERTIFIED FINANCIAL PLANNER® professional. I am passionate about providing you with personalized advice and guidance.
As your Merrill advisor, I offer advice based on your goals and priorities–not only for yourself, but for your family and business. Our ability to collaborate places you—not the market—at the center of our work together. I can help you understand the pros and cons of every decision, and help you maintain discipline so you can effectively pursue your goals. As your needs or market conditions change, I will continue to work with you so we can agree upon adjustments to your plan.
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.
