PROFESSIONAL PROFILE
Scott Motley, CFM, CRPC
Financial Advisor
Global Private Client Group
1435 River Park Dr. Suite 100
Sacramento, CA 95815
916-648-6255
scott_motley@ml.com
http://fa.ml.com/scott_motley
As a Merrill Lynch financial advisor, my objective is to develop long-term financial advisory relationships that are unique to each and every client. I help clients determine long-term financial goals and develop financial-management strategies to build and preserve assets. As a Chartered Retirement Planning counselor, I specialize in retirement planning strategies. It is my practice to promote a systematic approach to investing consistent with each client's investment goals and objectives.
Through Merrill Lynch, I am able to provide a wide array of financial and investment services including financial solutions, retirement planning, estate planning, college planning, and investment portfolio management. In conjunction with these services, I am supported by a team of specialists.
Residing in Roseville, I am a lifetime resident of the Sacramento, California area. I was married in 1999 and have two sons. I earned a degree in finance from the University of Nevada, Las Vegas, with an emphasis in Investments and Financial Services. I am Series 7 and 66 registered, hold life/health insurance licenses and both the CFM and CRPC designations.
Jo Ann Walker and Kim Keener provide administrative support for client relationships.