Scarlett Chapman

Advisor at Merrill

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Credentials

Series 63, Series 66

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Firm

Merrill

Location

Statesville, NC 28677

About

Scarlett Chapman is a Financial Advisor with Merrill Lynch Wealth Management, specializing in addressing complex financial needs for business owners, executives, families, and individuals. Her advisory approach focuses on creating personalized strategies that align with clients' unique ambitions and priorities, encompassing areas such as education planning, family wealth management, retirement income, tax minimization, and investment strategy for both individuals and corporate clients.

Ms. Chapman holds a Bachelor's Degree from the University of Mississippi and maintains the Personal Investment Advisor (PIA) designation. She engages with her community through roles including Power Cross Board Member, participation in the Professional Advisory Council to Iredell Health Foundation, and membership in the Rotary Club of Greater Statesville. Outside of her professional work, she enjoys cooking, gardening, golfing, horseback riding, interior decorating, music, reading, singing, spending time with family, and watching movies.

Expertise

College savings (529s, UTMA, etc.) Wealth management Tax-loss harvesting Retirement income strategy General retirement planning

Occupation focus

Founder/Business Owner Executive

Demographic focus

Women Professionals Parents Married/Couples/Partners

Work history

Bank of America, N.A.

2022 - Present (4 years)

Merrill lynch, Pierce, Fenner & Smith Incorporated

2022 - Present (4 years)

Thrivent Financial

2018 - 2022 (4 years)

Thrivent Financial

2017 - 2018 (1 year)

Thrivent Investment Management Inc

2017 - 2022 (5 years)

University of Mississippi

2013 - 2017 (4 years)

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