Scott Price
Wealth Management Advisor, Senior Vice President at Merrill Lynch
Based in Fort Smith, United States
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Seniority
Director
Department
Finance & Accounting
Location
Fort Smith
Industry
Financial Services
Company size
35K
Contact information
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Background
About Scott Price
Scott Price is Senior Vice President, Wealth Management Advisor in the Fort Smith Merrill Lynch Wealth Management office. He has been with Merrill since 1997. As a Wealth Management Advisor, Scott assists clients in developing financial strategies to help accomplish their personal and business financial goals. Scott is a qualified Portfolio Manager who in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third party investment strategies. When servicing clients through the firm's investment advisory program, a Portfolio Manager may manage his strategies on a discretionary basis. Scott has earned the CIMA® designation and holds the Chartered Retirement Planning Counselor℠ designation. A graduate of Mississippi State University, he has an M.A. in Agriculture Economics.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.
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