Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
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Credentials
Series 63, Series 65, Series 66
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Location
Larkspur, CA 10036
Scott Buoy is a Private Wealth Advisor with Merrill Private Wealth Management in San Francisco. He has 11 years of experience in the financial industry, including 8 years with Merrill, where he focuses on advising entrepreneurs and C-suite executives. Scott and his team help clients structure their personal balance sheets from tax and estate perspectives, particularly in preparation for potential company exits such as IPOs or acquisitions. Their services include investment, credit, trust and estate planning, as well as philanthropic strategies.
Scott began his career in 2003 advising high net worth clients and families, with prior experience at Goldman Sachs and JP Morgan. He holds a Personal Investment Advisor (PIA) designation. In addition to his private banking background, Scott has been an operating executive at enterprise software companies and launched a venture in the alternative energy sector.
He earned a Bachelor of Science degree in accounting from Oregon State University and a Master of Business Administration from The Kellogg School of Management at Northwestern University. Outside of work, Scott enjoys basketball, football, golfing, reading, scuba diving, traveling, and spending time with his family.
Bank Of America, N.a.
2017 - Present (9 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2017 - Present (9 years)
J.P. Morgan Securities Llc
2012 - 2017 (5 years)
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