Scott Bernecker

Background

About Scott Bernecker

A graduate of Michigan State University, I joined Merrill Lynch Wealth Management in 1997 as a Financial Planning Specialist. I provide wealth management services to individuals, families, nonprofit and corporate clients. I am a problem solver who works to simplify clients' financial lives. I assist clients, their families, and businesses in understanding the range of priorities and strategies-including estate planning services, investments, tax minimization strategies, wealth transfer, and retirement income-that may be customized to fit their personal circumstances and their own unique feelings and attitudes. I am also a firm believer in paying close attention to both sides of a client's balance sheet, which is why I offer access to a Wealth Management Lending Officer from Bank of America, N.A, who can draw upon an expansive array of lending solutions designed to fit into your overall financial strategy and help you pursue your financial objectives. I work hard to gain clients' trust and am committed to helping optimize their resources so they can make the most of what they have. I am a qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies. I am a graduate of Michigan State University Broad College of Business with a degree in General Management. I hold the Certified Investment Management Analyst® (CIMA®) designation, sponsored by the Investments & Wealth Institute™ at the Wharton School. My CFP® certification was awarded by the Certified Financial Planner Board of Standards, Inc.*The Wealth Management Lending Officer does not offer investment advice, nor make recommendations on investment products.