Phillip Wayne Scott
Advisor at Merrill — Reno, NV Kietzke Ln
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
41 years
Location
Reno, NV 89511
Merrill
Institution
Phillip Scott is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing 37 years of experience in guiding families through diverse economic conditions to achieve their financial goals. He specializes in executive compensation, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. Phillip’s approach centers on understanding each client’s unique ambitions and crafting personalized wealth plans that reflect their perspectives and priorities.
Phillip holds a Master’s Degree from Saint Marys and a Bachelor’s Degree from California State University Chico. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Portfolio Manager (CPM), and Personal Investment Advisor (PIA). His professional philosophy is informed by his lifelong passion for fishing and the outdoors, drawing parallels between trusted guidance in fishing and wealth management.
Outside of his advisory role, Phillip is involved with community organizations such as the Boys and Girls Club, where he contributes his time and support. He is also connected to the Meals On Wheels program and the United States Tennis Association. His personal interests include fishing, golfing, hiking, hunting, and tennis.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Reno, NV Kietzke Ln
5370 Kietzke Ln
Reno NV 89511
Advisors at this office
24
California · Nevada · Texas
41 years of industry experience
Bank Of America, N.a.
2011 - Present • 15 years
Walnut Creek, CA
Merrill
1985 - Present • 41 years
Walnut Creek, CA
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Accountant / CPA / tax prep
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