Scott Macdonald

FAQ About Scott Macdonald

• What is Scott Macdonald's address?

  Scott Macdonald is located at
  Modesto-Merced Area, Modesto-Merced Area, United States

• What is Scott Macdonald's job title?

  Scott Macdonald is a
  I am profoundly grateful that my work allows me to make a difference in the lives of people who deserve the upmost care and compassion. I help disabled, special-needs, and elder-abuse victims and their families lead better lives through in-depth financial advice and guidance. I'm the founder of the Special Needs Team at Merrill. For more than thirty years, my team and I have worked to address the unique financial needs of society's most vulnerable members. We don't dabble in special-needs issues; they are our focus, passion, and purpose. We are highly skilled in helping clients navigate the intricacies, opportunities, and potential pitfalls that can arise, advancing a more secure and promising financial future. My team and I work closely with clients' attorneys, caregivers, trustees, fiduciaries, benefits counselors, and other professionals to anticipate and address the near- and long-term needs of our clients. We use sophisticated modeling tools and analytics to discern and address the cash-flow requirements and quality-of-life parameters of special-needs populations. Our work is inherently collaborative and firmly centered on the well-being of each client. Our long tenure in this area has allowed us to identify the processes and best practices that we believe result in better outcomes for clients and their family members. We apply an in-depth knowledge of the Uniform Prudent Investment Act, various state Probate Codes and Rules of Courts, and National Guardianship Standards. More importantly, we draw on first-hand knowledge, applying the wisdom we've gained from helping hundreds of families. We are a closely-knit team dedicated to the same goal: making a positive impact on the clients we serve. Reach me directly at [email protected] or see fa.ml.com/snt. I am honored that Forbes has recognized me as one of the Best-in-State Wealth Advisors for 2020, 2021 and 2022 (Published annually Jan – April. Rankings based on data as of June 30 of prior year.) Merrill Lynch Wealth Management

• What industry does Scott Macdonald currently work in?

  Scott Macdonald currently works in the
  Merrill Lynch Wealth Management

• What is Scott Macdonald's area of expertise?

  Scott Macdonald specializes in
  I am profoundly grateful that my work allows me to make a difference in the lives of people who deserve the upmost care and compassion. I help disabled, special-needs, and elder-abuse victims and their families lead better lives through in-depth financial advice and guidance. I'm the founder of the Special Needs Team at Merrill. For more than thirty years, my team and I have worked to address the unique financial needs of society's most vulnerable members. We don't dabble in special-needs issues; they are our focus, passion, and purpose. We are highly skilled in helping clients navigate the intricacies, opportunities, and potential pitfalls that can arise, advancing a more secure and promising financial future. My team and I work closely with clients' attorneys, caregivers, trustees, fiduciaries, benefits counselors, and other professionals to anticipate and address the near- and long-term needs of our clients. We use sophisticated modeling tools and analytics to discern and address the cash-flow requirements and quality-of-life parameters of special-needs populations. Our work is inherently collaborative and firmly centered on the well-being of each client. Our long tenure in this area has allowed us to identify the processes and best practices that we believe result in better outcomes for clients and their family members. We apply an in-depth knowledge of the Uniform Prudent Investment Act, various state Probate Codes and Rules of Courts, and National Guardianship Standards. More importantly, we draw on first-hand knowledge, applying the wisdom we've gained from helping hundreds of families. We are a closely-knit team dedicated to the same goal: making a positive impact on the clients we serve. Reach me directly at [email protected] or see fa.ml.com/snt. I am honored that Forbes has recognized me as one of the Best-in-State Wealth Advisors for 2020, 2021 and 2022 (Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

• Which languages does Scott Macdonald speak? 

  Scott Macdonald speaks the following languages:
  No languages available.

• Which industries has Scott Macdonald previously worked in?   

  Scott Macdonald has prior experience in the following industries:
  No prior industries available.

• What is Scott Macdonald’s work experience?  

  Scott Macdonald has the following professional experience:
  Merrill Lynch Wealth Management .

• How can I find Scott Macdonald on LinkedIn?  

  You can view Scott Macdonald’s
  LinkedIn profile at LinkedIn URL.

• What are Scott Macdonald’s work email addresses?  

  Scott Macdonald’s work email addresses are
  [email protected] .

• What company does Scott Macdonald work for?  

  Scott Macdonald works at
  Merrill Lynch Wealth Management