Scott Macbeth Email & Phone Number

I am a Vice President, Senior Financial Advisor at Merrill Lynch Wealth Management, in the Brea, California, office. I began at Merrill Lynch Wealth Management in 1998. I am  a graduate of Cal State University, Fullerton. I work with families and businesses to navigate the many challenges that our lives and financial markets may bring, in order to help clients meet their goals with an amount of risk with which they're comfortable. I also work with corporate executives in helping navigate complex concentrated stock options and deferred comp strategies, using Rule 144 filings and 10b-5 plans. I'm  a goal based advisor who focuses on understanding your goals and priorities. I focus on the liability aspect of the balance sheet for both personal and business needs. I  take the time to ask hard, smart questions and listen carefully and  understand in great detail, exactly where your wealth stands today and where you'd like it tomorrow without taking unnecessary risk. I live  in Newport Beach, on  my off time I enjoy Surfing and riding my bike along the boardwalk.*Banking is through Bank of America, N.A

Listed skills include Company Retirement Plans, Surfing, Bike Rider, Baseball, and 10 others.

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  Senior Financial Advisor, Vice President

  Merrill Lynch Wealth Management

  Aug 1998 - Present

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  California State Fullerton University

  Bachelor'S Degree