Vaughn Scofield
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
Vaughn Scofield is a Wealth Management Advisor with Merrill Lynch Wealth Management. He and his team provide a comprehensive approach to wealth management by offering personalized wealth planning and tailored strategies designed to address clients’ unique short- and long-term financial goals. Their services encompass portfolio management, retirement planning, tax minimization, legacy planning, and liquidity management, among other areas. Supported by Merrill’s investment insights and product breadth, as well as banking, trust, and fiduciary services from Bank of America, Vaughn assists clients in managing all aspects of their financial lives.
Vaughn holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He earned both a Bachelor’s Degree and a Master of Business Administration (MBA) from Louisiana State University. In his professional practice, Vaughn emphasizes building trust through transparency, objective advice, and open discussion, working closely with his clients to help them stay on course amid changing circumstances.
Outside of his professional responsibilities, Vaughn engages in community involvement through volunteer work. His personal interests include basketball, football, golfing, music, reading, spending time with family, traveling, and watching movies.
Expertise
Wealth management
Retirement income strategy
General retirement planning
Tax-loss harvesting
General estate planning guidance
Work history
BANK of AMERICA, N.A.
2019 - Present (7 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2019 - Present (7 years)
Nick Reina State Farm
2018 - 2019 (1 year)
Wheatfield Construction, LLC
2018 - 2018 (1 year)
Liberty Woods International
2015 - 2018 (3 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.
Gabriel T
Series 66
Lake Charles, LA
Edward Jones
Bobby G
Series 66
Lake Charles, LA
Edward Jones
Anne M
Series 66
Lake Charles, LA
Edward Jones
Charles C
CFP®, Series 66
Lake Charles, LA
Edward Jones
Tab F
Series 63, Series 66
Sulphur, LA
Edward Jones
Aaron Q
CFP®, Series 66
Sulphur, LA
Edward Jones
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