Phillip Scott

About Phillip Scott

As a lifelong fisherman and lover of the outdoors, I\'ve learned there is nothing more valuable than the advice of a trusted guide. Having a partner who knows where the fish will be and the right strategy to catch them is invaluable. The ability to leverage the wisdom and experience the guide collects on a daily basis is not only a huge advantage, but a relief. When conditions change, they know what to do and that makes a fishing trip far more enjoyable (and fun).This wisdom translates to many areas of life. As a Wealth Management Advisor for the past 38 years, I\'ve helped hundreds of families navigate many rivers of economic conditions to achieve their financial goals. As it is in fishing, when their goal is achieved, immense satisfaction arrives for both the fisherman and the guide.Helping others achieve their goals is my responsibility as your Wealth Management Advisor. Their success motivates me to work hard and towards the outcomes they want. In the end, there is nothing more satisfying than a delighted client whose life has improved and become more enjoyable because of my work. From top to bottom our team strives to serve them well every day.

Experience

1. Wealth Management Advisor, Managing Director

   Merrill Lynch

   Apr 1985 — Present

   Phillip Scott is a specially qualified Senior Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. Senior Portfolio Managers are provided a high degree of flexibility in constructing portfolios and selecting securities. When servicing clients through the Firm\'s Investment Advisory Program, a Senior Portfolio Manager may manage his strategies on a discretionary basis. After meeting certain additional requirements, a Senior Portfolio Manager may use his own strategies to manage the assets of clients working with other Merrill AdvisorsCertified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S. CPM® is a registered service mark of the Academy of Certified Portfolio Managers.

Education

• Saint Marys

  Master's Degree

  1988 — 1991

• California State University Chico

  Bachelor's Degree

  1981 — 1983