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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
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.

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, IL, IN, MA, MD, MI, MS, NC, ND, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, VA, WA, WV.