Wilson, WY Office

Scott Bass is a Private Wealth Advisor associated with Merrill Private Wealth Management. He co-founded The Hunt-Bass Group in 1997 with Roger Hunt, and since 2002 has been managing key client relationships at Merrill, focusing on ultra-affluent individuals and families. His expertise spans strategic asset allocation, alternative investments, equity manager search and selection, family legacy planning, and managing fixed-income portfolios. Scott helps clients navigate the complexities of significant wealth and aims to simplify their financial lives through long-term relationships. As a specially qualified Senior Portfolio Manager, Scott provides traditional advice and guidance while also building and managing personalized investment strategies. These strategies may include individual stocks and bonds, Merrill model portfolios, and third-party investment options. He operates with a high degree of flexibility in portfolio construction and may manage his strategies on a discretionary basis under Merrill's investment advisory program. Scott earned a bachelor's degree in economics from the University of North Carolina at Chapel Hill and an MBA from The Darden School at the University of Virginia in Charlottesville. He holds the Certified Investment Management Analyst (CIMA) designation and is a member of the Investments & Wealth Institute. His professional affiliations include experience at Credit Suisse First Boston and Donaldson, Lufkin & Jenrette. Scott has served on the advisory council of the National Outdoor Leadership School and on the University of North Carolina Economics Department Advisory Board. He resides in Atlanta with his wife, JoEllyn, and their two children. In the early 1990s, Scott was a semiprofessional bicycle racer in Europe and currently enjoys masters cycling, running, skiing, and coaching youth lacrosse.