Scott Maidman
Advisor at Merrill
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.
Advisor at Merrill
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.
Firm
Merrill
Location
Upper Saint Clair, PA 15241
Credentials
Series 63, Series 66
Industry experience
18 years
Scott Maidman is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2007 and holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation awarded by the Certified Planner Board of Standards, Inc. Scott is also a qualified Portfolio Manager, providing discretionary management of personalized and defined investment strategies that may include individual stocks and bonds, model portfolios, and third-party investment strategies.
Scott’s client focus areas encompass education planning, equity compensation services, family wealth management strategies, legacy planning, new wealth management, personal retirement planning, portfolio management, individual and corporate investment strategies, tax minimization, and retirement income. He earned a Bachelor of Science degree in Finance from Kent State University and a Master of Business Administration in Corporate Finance from Robert Morris University.
Outside of work, Scott spends time attending youth sporting events for his children. His personal interests include adventure sports, football, golfing, ice hockey, and skiing.
Bank Of America,Na
2009 - Present (17 years)
MERRILL LYNCH
2007 - Present (19 years)
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