Winthrop, ME Office

Updated today

Client AUM

$1,541,041,140,087

Clients

1,791,731

Advisors

1

Of 25,448 advisors across 3,098 offices

Clients per advisor

70

Very Low

Avg AUM per client

$860,085

Very High

HNW client ratio

29%

High

Location

Winthrop ME

Advisors at this office

1

Advisors at this office

Scott B

Series 63, Series 65

Winthrop, ME

Merrill

Scott Blanche is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Jenkintown, Pennsylvania. With over 35 years of experience in wealth management, Scott leads a team of advisors serving a select group of referred clients and their families. His approach focuses on customized, goals-based strategies addressing risk tolerance, time horizon, liquidity needs, and overall client objectives. Scott's client base includes both corporate entities and multigenerational family households. He holds professional designations including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Scott graduated from Rutgers University in 1991. His expertise encompasses areas such as college education planning, divorce transition planning, family wealth management, investment consulting for defined contribution plans, personal retirement planning, tax minimization, and retirement income strategies. Scott dedicates quality time to clients to build trusted relationships that support tailored financial planning. Outside of his professional work, he enjoys spending time with his family at their lake home in Maine. He is also involved in community organizations including the Cobbosseecontee Lake Association and Friends of Cobbosseecontee Watershed.

Wealth management Retirement income strategy Retirement withdrawal strategies Charitable giving & philanthropy Planning for children with special needs
View complete list of advisors at this office
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