Vaughn Scofield

Financial Advisor, Senior Portfolio Advisor

Role: Financial Advisor at Merrill Lynch
Location: Lake Charles, LA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Vaughn Scofield

My team and I offer a comprehensive approach to wealth management by providing personalized wealth planning and tailored strategies to our clients. Supported by the investment insights and product breadth at Merrill, and the banking, trust, and fiduciary services from Bank of America, we help put our clients in the best position possible to reach their respective financial goals across all stages of life.*Trust, fiduciary, and investment management services, including assets managed by the Specialty Asset Management Team, are provided by Bank of America, N.A, Member FDIC, and wholly owned subsidiary of Bank of America Corporation (\"BofA Corp.\"), and its agents.

Experience

Financial Advisor
Merrill Lynch
Mar 2019 — Present

Education

Louisiana State University
Masters of Business Administration, MBA
2013 — 2015

Contact information

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Current company

Merrill Lynch

Financial Services · 35K employees · New York, New York, United States

Founded in 1914, Merrill is one of the largest wealth management businesses in the world. Merrill financial advisors combine financial knowledge and experience with a deep understanding of their clients’ needs to help their clients pursue the lives they want. With a deep commitment to placing their clients' interests first, Merrill financial advisors draw upon the investment insights of Merrill and the banking insights of Bank of America to unlock opportunities tailored to their clients’ needs in many areas of their financial lives. The strategies our financial advisors offer go beyond investment management to include college savings strategies, retirement planning, eldercare, philanthropy, estate planning services, small business services, and access to cash management & banking strategies. Any opinions, views, statements, estimates or projections ("posts") posted on this web page are solely those of the author(s). Merrill Lynch Global Wealth Management is part of Bank of America Corporation's Global Wealth & Investment Management business. Additional Terms, Conditions & Disclaimers found here: https://www.ml.com/social-media/merrill-lynch-on-twitter.html Disclaimer The site is maintained by a third party that has no affiliation with Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S" or "Merrill"). The recommendations posted to this page by or about Merrill employees, are not endorsed by, and may not represent the views. This material is not intended to constitute a recommendation, offer or solicitation for the purchase or sale of any security financial instrument. or strategy. Always consult with your independent attorney, tax advisor, investment managers, and insurance agent for final recommendations and before changing or implementing any financial, tax, or estate planning strategy. Bank of America Linkedin Community Guidelines: http://about.bankofamerica.com/en-us/social-media/linkedin-communityguidelines.html

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About Vaughn Scofield

Experience

Financial Advisor

Education

Louisiana State University

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