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Scott Curtis
Scott Curtis
Wealth Management Advisor, Senior Vice President | Merrill Lynch
Village of Great Neck, New York, United States
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.
Scott Curtis
Work Experience
Wealth Management Advisor, Senior Vice President at
Merrill Lynch
August 1983 - Present
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
**************@ml.com
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