Scott Minichiello
Vice President, Wealth Managment Advisor
- Role
- Wealth Management Advisor, First Vice President at Merrill Lynch
- Location
- Manchester, NH, US
- LinkedIn followers
- 500 followers
About Scott Minichiello
In 2005, I launched my career in consumer and business banking with Bank of America. This gave me tremendous exposure to the resources I can offer today as a Merrill financial advisor.As a member of The Streb Palatucci Wealth Management Group, I use my holistic and disciplined approach to tailor goals-based wealth management strategies for a diverse clientele – entrepreneurs from foreign countries, professors, physicians, technology executives and highly motivated business owners, and generations of client families.Like many clients, I believe my greatest talent is being able to recognize and seize opportunities. I consider myself \"hands-on\" and \"ears-open.\" I ask questions of clients, listen and learn. By developing a clear understanding of a client\'s financial picture – and devoting time to identifying areas of strengths and weaknesses – I can help enhance both sides of their balance sheets (assets and liabilities). Helping a client consolidate debt is one of the best ways I know to create tangible financial benefits.WHAT CHARACTERIZES MY APPROACH?• Making sure I understand what\'s on a client\'s mind – their family issues and other concerns, as well as what they envision for their lifestyle and legacy.• Having frequent and friendly client consultations and reviews.• Helping clients consolidate, optimize and organize their wealth – coordinating with their trusted family advisors, including attorneys and CPAs.WHAT DO I BELIEVE?• My job is about serving people, not just portfolios.• Investment success is not about timing the market, but time IN the market – with diversification across asset classes, sectors and borders.• Being an approachable and available resource can make the difference between clients making mistakes and wise financial decisions.
Experience
Wealth Management Advisor, First Vice President
Nov 2005 — Present
Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.
Education
University of New Hampshire
Bachelor's Degree
2001 — 2005
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