Scott Moore

Scott Moore is a Senior Financial Advisor with Merrill Lynch Wealth Management. Building on his extensive background as a financial advisor, accountant, consultant, and 401(k) provider, Scott serves a diverse clientele that includes C-suite executives, business owners, and younger couples focused on wealth building and family planning. He specializes in retirement benefits consulting and portfolio management, bringing a methodical approach to aligning financial strategies with clients’ personal goals and life circumstances.

Scott has established over 100 company-level 401(k) and profit-sharing plans throughout his career. Before joining Merrill in 2012 to work alongside his father, a former Merrill advisor, Scott worked as a 401(k) provider at Paychex and served clients for six years at Arthur Andersen in Chicago. He holds a Bachelor of Science degree in Accounting from Miami University (Ohio) and earned the Certified Plan Fiduciary Advisor® (CPFA®) designation from the National Association of Plan Advisors. He is also recognized as a Retirement Benefits Consultant (RBC), a select credential among Merrill advisors specializing in defined contribution plans, and holds the role of Senior Portfolio Advisor.

Residing in Hobe Sound, Florida, Scott lives with his wife, Trisha, and their teenage children. Outside of his professional responsibilities, he spends time with his family at Mariner Sands Country Club and pursues interests including boating, fishing, golfing, working out, and supporting his children's concerts and performances.