Scott is a Co-Founder and Managing Director of Beverly Hills Private Wealth, where he leads with a conviction that thoughtful, strategic planning is essential to long-term financial success. Guided by the belief that “a failure to plan is a plan for failure,” Scott brings a disciplined, forward-looking approach to every client relationship—working closely with individuals and families to navigate a broad range of financial scenarios and investment strategies.
Renowned for his depth of experience and enduring client relationships, Scott provides holistic guidance across asset allocation, retirement and estate planning, portfolio construction, and risk management. His work is defined by deep personal engagement and multi-generational impact—often advising three generations within the same family, a testament to the trust and continuity he fosters.
Prior to co-founding Beverly Hills Private Wealth, Scott built a decades-long career in wealth management, most recently serving as Senior Vice President at Merrill Lynch Wealth Management from 2006 to 2022. His career began at Shearson and Smith Barney, where he spent over 20 years developing his expertise in serving high-net-worth clientele.
Committed to continuous learning, Scott earned degrees in Finance and Real Estate from the University of Arizona and holds the CFP® certification. He further refined his strategic and advisory acumen through executive education at Harvard University and The Wharton School, strengthening his ability to deliver sophisticated, client-centered solutions.
Beyond his professional accomplishments, Scott is actively involved in the Los Angeles community. He is a member of El Caballero Country Club and previously served as co-chair of The Federation Golf Tournament. Since 2020, he has been a dedicated Jewish Big Brother, an enduring commitment that led to his recognition as an Honoree at the 2025 Big Event. Scott and his wife, Lauren, split their time between Los Angeles and the desert where they are active members of Toscana Country Club. Together they have blended their families with care and joy, and he is a proud father and stepfather to Carly, Michael, Molly, and Brett.