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Olivia Wood

Advisor at RBC Capital Markets

Updated today
RBC Capital Markets logo

Firm

RBC Capital Markets

Location

Brant Lake, NY

Credentials

Series 66

Industry experience

2 years

Work history

Rbc Capital Markets, Llc

2021 - Present (5 years)

Adirondack Wellness Group

2019 - 2021 (2 years)

Aim Services

2018 - 2019 (1 year)

The Lazy Moose Garden Market

2016 - 2021 (5 years)

School

2010 - 2016 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Scott B

Series 66

Bolton Landing, NY

Merrill

Scott Bouton is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in personalized wealth management for affluent individuals, families, foundations, and corporate clients, with a focus on estate planning, liability management, lending, separately managed accounts, alternative investments, and active wealth management. Scott emphasizes a comprehensive and disciplined approach to wealth management that begins with understanding clients’ financial situations and priorities, enabling him to create customized strategies tailored to evolving needs and market conditions. Scott’s expertise includes family wealth management strategies, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, portfolio management, socially responsible and ESG investing, tax minimization, and retirement income planning. He also serves specialized client segments such as women, sports, and entertainment professionals. Holding a Bachelor’s degree in Economics from Syracuse University and a Master’s degree from the University of Phoenix, Scott maintains professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to his professional role, Scott has been involved in community service as a former board member of a nonprofit women’s shelter. His personal interests include boating, fishing, golfing, hiking, music, reading, running, skiing, surfing, and spending time with his family.

Wealth management Active portfolio management Charitable giving & philanthropy Retirement income strategy Tax-loss harvesting Women's Finance
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Kenneth P

CFP®, Series 63, Series 65

Hague, NY

Parlin Advisors LLC

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Andrew P

Series 65

Silver Bay, NY

Washington Peak Investment Advisors LLC

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David F

Series 63

Schroon Lake, NY

Silver Oak Securities, Incorporated

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Brian H

Series 66

Schroon Lake, NY

Silver Oak Securities, Incorporated

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Anthony B

Series 63, Series 66

Bolton Landing, NY

Raymond James Financial

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