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Evan S

Series 63, Series 65

Myrtle Beach, SC

Merrill

Evan Scott is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing extensive experience to his role since joining the firm in 2007. He has been a financial advisor since 1983 and specializes in the establishment and administration of qualified retirement plans for corporations, individuals, and sole proprietorships. Evan's expertise includes equity and mutual fund selection, asset allocation, and portfolio management. As a qualified Portfolio Manager, he offers clients personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment options, sometimes managing these strategies on a discretionary basis through the firm’s Investment Advisory Program. Evan holds multiple professional designations, including Chartered Retirement Planning Counselor (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor of Science degree in Administrative Management from Clemson University. Beyond his professional work, Evan is involved in his local community through organizations such as Douglas Presbyterian Church, the Lancaster Breakfast Rotary, the Lancaster SPCA, and Big Thursday of Lancaster. He resides in Lancaster, South Carolina with his wife, Stephanie, and their two daughters.

General retirement planning Retirement income strategy Income planning Wealth management Active portfolio management
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