Directory

>

Scott Curtis

avatar

Scott Curtis

Wealth Management Advisor, Senior Vice President | Merrill Lynch

Village of Great Neck, New York, United States

View contact details (it's free)

Scott Curtis

Summary

Scott Curtis is a seasoned Wealth Management Advisor with over 40 years of experience at Merrill Lynch Wealth Management, specializing in serving affluent families and closely-held businesses. He expertly collaborates with clients' tax advisors and estate planning attorneys to ensure comprehensive financial and personal organization. Scott's approach emphasizes tax-free and tax-deferred investments, utilizing managed strategies and diversifying portfolios with alternative investments tailored to individual client needs. He holds a Bachelor's Degree from New York University and an M.B.A. from Baruch College. Residing in East Hills, New York, he balances his professional life with family, including his wife Susan and their two children. His extensive tenure at Merrill reflects a deep commitment to client success and financial stewardship.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Scott Curtis

Work Experience

company logo

Wealth Management Advisor, Senior Vice President at

Merrill Lynch

August 1983 - Present

Logos provided by Logo.dev

Scott Curtis

Education

Baruch College, Master's Degree

January 1999 - January 2001

New York University, Bachelor's Degree

January 1979 - January 1983

Frequently Asked Questions about Scott Curtis

What is Scott Curtis email address?

Scott Curtis's primary email address is **************@ml.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Scott Curtis work for?

Scott Curtis is a Wealth Management Advisor, Senior Vice President at Merrill Lynch, a company specializing in Monetary Authorities-Central Bank.

Where Scott Curtis graduated from?

Scott Curtis holds a degree in from Baruch College.

How can I directly contact Scott Curtis?

To contact Scott Curtis directly, you can use the email address **************@ml.com. Complete contact information is available upon registration with Muraena.

Who is Scott Curtis?

Scott Curtis is a seasoned Wealth Management Advisor with over 40 years of experience at Merrill Lynch Wealth Management, specializing in serving affluent families and closely-held businesses. He expertly collaborates with clients' tax advisors and estate planning attorneys to ensure comprehensive financial and personal organization. Scott's approach emphasizes tax-free and tax-deferred investments, utilizing managed strategies and diversifying portfolios with alternative investments tailored to individual client needs. He holds a Bachelor's Degree from New York University and an M.B.A. from Baruch College. Residing in East Hills, New York, he balances his professional life with family, including his wife Susan and their two children. His extensive tenure at Merrill reflects a deep commitment to client success and financial stewardship.

Scott`s contact details

mail

**************@ml.com

Colleagues

avatar
Nick Mccutcheon

Financial Advisor, Vice President

avatar
Nick Young Cfa

Wealth Management Advisor, Vice President

avatar
Cfp Nick Economos Cpfa Tm Crpc Tm

Wealth Management Advisor, Senior Vice President

Se-Awma™ Nick Kozak Cdfa

Wealth Management Advisor, Managing Director

avatar
Nicolas Piscitelli

Senior Financial Advisor, Vice President

avatar
Cfp Nicole Ferrell

Wealth Management Advisor, Senior Vice President

avatar
Nicole Hanna

Financial Advisor, Vice President

avatar
Cfp Rich Wilson

Financial Advisor, First Vice President

avatar
Ryan Doyle

VP, Supervision Principal

Ryan Feldman

Wealth Management Advisor, First Vice President-Wealth Management

View Contact details (it's free)
Request Profile Removal