Scott Lee Edington
Advisor at Merrill — Pleasanton, CA Hopyard Rd
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 66
Experience Industry experience
24 years
Location
Pleasanton, CA 94588
Merrill
Institution
Scott Edington serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with Corporate Executives, Business Owners, and Retirees, guiding them through personalized wealth management strategies. His responsibilities include addressing client priorities such as preserving and growing wealth, mitigating taxes, supporting loved ones, and facilitating charitable giving. Scott emphasizes client goals as the foundation of his team's approach to financial planning.
Scott's expertise encompasses executive compensation, family wealth management, liquidity management, personal retirement planning, small business strategies, tax minimization, and retirement income. He provides access to investment insights from Merrill as well as banking and lending solutions from Bank of America to create strategies responsive to changing market conditions.
He holds the Personal Investment Advisor (PIA) designation. Scott attended Butte College without obtaining a degree and completed his high school education at Granada High School. Beyond his professional work, he participates in community service, volunteering with local organizations in line with Merrill's tradition of community involvement.
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.
Pleasanton, CA Hopyard Rd
4900 Hopyard Rd
Pleasanton CA 94588
Advisors at this office
27
California · Texas
24 years of industry experience
Bank Of America, N.a.
2011 - Present • 15 years
Pleasanton, CA
Merrill
2006 - Present • 20 years
Pleasanton, CA
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