Scott Carl Merrill
About Scott Carl Merrill
Scott Carl Merrill serves as the Senior Vice President of Wealth Management and Portfolio Manager at UBS Financial Services, Inc. in Phoenix, Arizona, where he has worked since 2013, specializing in wealth management for clients in the sports and entertainment sectors.
Work at UBS
Scott Carl Merrill has served as Senior Vice President - Wealth Management / Portfolio Manager at UBS Financial Services, Inc. since 2013. He operates primarily out of Phoenix, Arizona, where he has focused on portfolio management for over a decade. His role involves providing financial advisory services tailored to the specific needs of clients, particularly in the sports and entertainment sectors.
Previous Experience
Before joining UBS, Scott Merrill worked at Morgan Stanley Smith Barney as Senior Vice President / Portfolio Manager from 1993 to 2013, accumulating 20 years of experience in wealth management. Prior to that, he held the position of Vice President at Kidder Peabody from 1986 to 1993 for seven years. His extensive background in financial services spans over three decades.
Education and Expertise
Scott Merrill studied at Arizona State University from 1976 to 1980, where he completed his undergraduate education. He also attended Wells High School. His educational background, combined with his extensive experience in wealth management, equips him with the expertise to serve a diverse clientele.
Licenses and Specializations
Scott Merrill is licensed to operate in multiple states, including California, Florida, and New Jersey. He specializes in wealth management, focusing on clients in the sports and entertainment industries. His knowledge of these sectors allows him to provide tailored financial strategies to meet the unique needs of his clients.