Scott Thomas
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Scott Thomas is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 22 years of experience in wealth management. He specializes in a range of client focus areas including corporate benefits, employee benefits planning, investment consulting for defined contribution plans, legacy planning, liquidity management, managing new wealth, and personal retirement and retirement income planning. Scott employs state-of-the-art wealth management planning tools to develop personalized financial strategies aimed at helping clients pursue their long-term goals.
Scott earned a Bachelor of Science degree in animal biology from the University of Florida in 2000. He began his career with a small independent firm in Jacksonville, Florida before joining Merrill Lynch. He holds the Personal Investment Advisor (PIA) designation, further underscoring his expertise in investment advisory services.
Residing in Orlando, Florida, Scott is married and a father of two sons. His personal interests include boating, fishing, football, hiking, and hunting, and he emphasizes spending time with his family in nature through activities such as fishing, hiking, and paddleboarding. He and his family are active in their church and participate in fundraising and community service projects. Scott’s dedication to his family informs his commitment to helping clients achieve their financial aspirations.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
Retirement income strategy
General retirement planning
Retirement withdrawal strategies
General estate planning guidance
Demographic focus
Parents
Married/Couples/Partners
Work history
Bank Of America, Na
2009 - Present (17 years)
Merrill Lynch Pierce fenner & Smith
2001 - Present (25 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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