Scher Anderson Group

Merrill Lynch Wealth Management
10400 NE 4th St
Bellevue, WA 98004
(425) 468-1253
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Clients include public and private company executives, technology entrepreneurs, and business owners. The Scher Anderson Group brings in-depth, wealth and risk management advice to busy people with fluid lives. Services include wealth management, concentrated stock strategies, and investment management. The team helps clients focus on tax minimization and estate planning issues and works with their advisers to develop appropriate strategies.
Scher Anderson Group
Merrill Lynch Wealth Management
Welcome

Our entire team shares a common goal: to help you pursue your personal planning strategy, such as funding your children’s educations, helping to ensure that your income can last in retirement, and planning to meet your potential health care costs while managing the transfer of wealth to the younger generation. Every step in the process takes into account your personal perspective and priorities. The aim is to help bring simplicity and transparency to the many complexities of finance, making the often intimidating task of planning for the future an exciting journey of helping you reach your goals.

Recognition
Matthew Scher
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Welcome

Our entire team shares a common goal: to help you pursue your personal planning strategy, such as funding your children's educations, helping to ensure that your income can last in retirement, and planning to meet your potential health care costs while managing the transfer of wealth to the younger generation. Every step in the process takes into account your personal perspective and priorities. The aim is to help bring simplicity and transparency to the many complexities of finance, making the often intimidating task of planning for the future an exciting journey of helping you reach your goals.

Meet Our Team
Matthew Scher,

CPWA®,CRPC™

Senior Vice President, Wealth Management Advisor
425.468.1253
Jeffrey Anderson,

CFP®

First Vice President, Wealth Management Advisor
425.462.8121
Stacey L Morgan
Assistant Vice President, Wealth Management Associate
425.637.4681
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Inga Fetsek
Wealth Management Banking Specialist
David Schmutz
Wealth Management Lending Officer
NMLS #505324
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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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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
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.