Scott Gross is a Financial Advisor focused on helping individuals, families, and business owners navigate complex financial decisions with confidence. He works closely with clients to develop personalized wealth management strategies, providing guidance on investment management, retirement planning, risk management, and long-term financial goals. Scott is committed to building lasting relationships through attentive service, disciplined planning, and a client-first approach designed to help clients pursue financial success across generations.

Scott Gross

Vice President, Financial Advisor

9595 Six Pines Drive

Suite 8380

The Woodlands TX 77380

(281) 364.2103

Learn more about an advisor's background on

ProfileAbout MeInsightsAbout Merrill

Profile

My mission is to help individuals, families, and business owners pursue financial confidence through personalized wealth management strategies built around their unique goals, values, and aspirations. I believe that effective financial planning begins with a comprehensive understanding of every aspect of a client's financial life, including investments, retirement planning, risk management, estate considerations, cash flow needs, and legacy objectives.
By taking the time to understand what matters most to each client, I work to develop thoughtful, flexible strategies designed to adapt to changing market conditions and life events. Through access to the investment insights, research, and resources of Merrill, combined with the banking convenience, lending capabilities, and financial strength of Bank of America, I can provide integrated solutions tailored to each client's evolving needs.
My commitment is to serve as a trusted advisor and advocate, building long-term relationships based on integrity, transparency, and personalized attention. Through ongoing guidance, proactive communication, and disciplined planning, I help clients navigate financial complexity, make informed decisions, and stay focused on achieving their short-term priorities and long-term goals.
Ultimately, my purpose is to empower clients to make the most of their financial opportunities, preserve and grow their wealth, and create a lasting impact for themselves, their families, and future generations.

*BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation

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.

Philosophy

I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, I will work with you to develop an approach designed to help address your financial needs.

Approach

Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you and your family.**Your approach to investing**Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you \- to understand your goals and priorities. These questions will help us provide you with additional insights and resources.**Understanding your goals and priorities**Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Capabilities

Merrill's process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one\-on\-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

Focus On

I believe that financial success can be achieved when you're able to make investment\-related decisions and trade\-offs that can help you reach personally meaningful goals. Whether you're planning your retirement, saving to buy a home or funding a child's education, the process begins by getting to know you and how you feel about the following:* Health: Managing healthcare expenses, now and in the future* Home: Upsizing, downsizing, remodeling or buying a vacation home* Family: Taking care of your family and other people in your life* Leisure: Spending your free time in meaningful ways* Giving: Volunteering, mentoring others and giving to charities* Work: Working in retirement, selling or starting a business* Finance: Bringing it all together and defining your financial goalsSuccess will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.*This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.*

Insights

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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.