Scot Rogers
,

Vice President, Wealth Management Advisor

601 State St
Southlake, TX 76092
817.410.3813
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I make it my goal to simplify client’s lives by helping them understand their financial choices and make good financial decisions based on years of experience, education and the best financial resources available in the marketplace
Profile

My team helps coordinate the financial affairs and provides wealth management strategies and investment services to individuals, families and business clients. My goal is to provide a personal relationship with broad-based wealth management and a goals-based environment in designing a plan for pursuing outcomes that are personally meaningful to each client. I make it my goal to simplify client’s lives by helping them understand their financial choices and make good financial decisions based on years of experience, education and the best financial resources available in the marketplace.

I have been in the financial services industry for over 30 years and joined Merrill Lynch Wealth Management in 2000. Prior to joining Merrill, I was employed by the Federal Reserve Bank of Dallas. I earned my business degree from the University of North Texas with a concentration in Finance and Investments, and have completed postgraduate work at the University of Dallas obtaining a Graduate Certificate in Financial Services. I hold the CERTIFIED FINANCIAL PLANNER certification CFP®, administered by the Certified Financial Planner Board of Standards and the Chartered Retirement Planning CounselorTM designation CRPCTM awarded by the College for Financial Planning Institutes Corps.
My wife, Patti, and I reside in Colleyville, and have two grown daughters. We are long-time members and are actively involved at Compass Christian Church where we serve in various volunteer roles. Whenever I can get away from doing “DIY” projects around the house, I can be found on the golf course.

About Me
Welcome

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.

Meet Our Professional Staff
Crystal Burnell
Officer, Registered Senior Wealth Management Client Associate
817.410.3809
About Merrill

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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.
L Rogers is registered to do business in AZ, CA, FL, MO, MT, OK, TX.