Financial Advisor, Merrill Lynch

Scott J McIntire

Global Wealth Management

RANCHO CAL. TOWN CENTER
27450 YNEZ ROAD
Suite 200
TEMECULA, CA 92591

Phone: (951) 695-6616
Email:

Directions to Branch

PROFESSIONAL PROFILE

Scott McIntire, Associate Resident Director, Financial Advisor
I joined Merrill Lynch in 2005 after a successful career in the grocery industry where I worked for over 24 years. As a financial advisor, I specialize in retirement planning, college savings plans, and asset allocation. I also help clients focus on estate planning issues and work with their advisers in developing their estate plan. My years of experience working with people gives me the communication skills necessary to hear what individuals need so I can customize solutions that are appropriate.

As a financial advisor, I work with successful individuals and families to help them face those hard financial decisions so they can achieve their goals and instill peace of mind, happiness, and financial freedom. I also work closely with estate attorneys and CPA's so efforts are aligned with the client's goals.

The clients financial welfare is my primary concern because they entrust their financial future with me. My training and experience allows me to accept this responsibility. My personal integrity, reputation, and passion for this work earn it.

I was born and raised in Riverside and have been married to my wife Linda for 24 years. We have 3 adult children, Mitch, Dan, and Kari. As a family, we enjoy deep sea fishing, golf, gardening, the beach, and Angels baseball.

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Scott McIntire is registered to do business in: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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