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Scott Patterson

Senior Vice President, Wealth Management Advisor
650 Peter Jefferson Parkway
Suite 350
Charlottesville VA 22911
(434) 984.4760
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Scott Patterson is a Wealth Management Advisor in the Charlottesville, VA Office. A graduate of the United States Naval Academy, Scott spent 31 years in service to our country and presently holds the rank of Captain in the Navy. His varied assignments include Chief of Staff (Reserves) for training with the Joint Staff, Operational and Contingency Planner for the US European Command, Force Protection Officer for the 6th Fleet in the Mediterranean Sea, multiple Department Head and Executive Officer tours on ship and shore commands as well as command of three units in the Navy Reserves to include Commander Carrier Group Four Force Protection, a Navy Cargo Handling and Customs Battalion and an Amphibious Assault Group. His duties also included being a Command Financial Specialist, helping soldiers and sailors fully understand the power of their finances and how the effects of investments and debt impact their ability to achieve their dreams.

Scott brings that experience, and over twenty four years in the financial services industry to each client, as they prepare to navigate the treacherous waters called retirement, investment, college, and business planning. His process for relieving pain in clients' financial lives includes:

  • Fully detailing and understanding clients/prospective clients financial picture as of today.

  • Compassionately embracing clients dreams and financial goals.

  • Providing wealth management strategies, based off of broad client experiences, that will help relieve the pains clients are experiencing.

    His approach to wealth management is consultative, objective, and committed to excellence. He prides himself on his ability to listen to and interpret clients' ideas about their financial situations, preferences and goals and he uses the vast resources of Merrill to help them explore a wide range of possible solutions.

About Me
What can you expect when working together?
  • Plan.

Together we will set clear financial goals, determine your risk tolerance, and choose an appropriate asset allocation while keeping in mind your time horizon.

  • Patience.

Reduce impulsive decisions based on short-term market movements, by understanding that markets fluctuate and how your goals are impacted.

  • Prudence.

Thorough research along with understanding potential risks before committing capital. You will know what you hold and why - and we will review it regularly.

Utilizing the power of Merrill's vast suite of products and services, I am able to provide access to banking including lending through Bank of America, N.A., investments, estate planning services, trusts, and retirement planning to help simplify and solidify your financial picture. <if !supportLineBreakNewLine> <endif>

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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Scott Patterson is registered to do business in AL, AZ, CA, CO, DC, DE, FL, GA, ID, IL, IN, MA, MD, MI, MS, NC, ND, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, VA, WA, WV.