Our focus is on you, not just your investments
Our work ethic is simple and powerful. It's based on collaboration. Collectively, our team has many years of financial services experience. This longevity speaks to the essence of our business. We develop long-term relationships with clients who benefit from the knowledgeable, tailored advice and guidance we offer.
Our Private Wealth Advisor, Scott Schropp, is highly trained and dedicated to the delivery of innovative financial strategies often demanded by the intricacies of substantial wealth. He focuses on small numbers of ultra-high-net-worth clients so he can devote the necessary time and understanding to help them manage the financial responsibilites that can accompany great wealth.
To be able to provide the personal attention and responsiveness he believes is required to support the group, Scott teams with Merrill Lynch Financial Advisors Ryan Iles and Wesley Schropp, who can bring capabilities such as portfolio analysis and wealth management strategies. This emphasis on teamwork helps us create a personalized financial strategy for each client, including in-depth analyses, tracking and a wide range of targeted reports to help clients understand where they are and where they may be headed.
Private Banking and Investment Group
The Private Banking and Investment Group (PBIG) provides tailored strategies to help meet the distinct needs of individuals and families with substantial wealth. Clients are served with a boutique-like approach by teams of rigorously trained and experienced advisors who are skilled in working with wealthy clients, their families and businesses. Clients can enjoy a caliber of resources and future-focused strategies that is typically reserved for the world's largest enterprises.
The PBIG Accreditation Program identifies financial advisors who demonstrate the technical proficiency necessary to deliver exceptional service exclusively to ultra-high-net-worth individuals. The program assesses a team's business model and skill in the strategies and solutions that best address the needs of those clients. Advisors must pass an oral assessment process to become private wealth advisors.
Merrill Lynch offers a broad range of brokerage, investment advisory and other services, including insurance and investment analytics. Our advisors are available to work closely with the clients' other trusted advisors, including accountants, attorneys and tax specialists. We can provide access to trust and estate planning services through Bank of America specialists.