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Scott Faulkner

Merrill Lynch
Investment Advisor

Contact Information:

Bloomfield Hills, MI 48304
United States

Years in Business:

 

17

Clients I'm Seeking:

 

Anyone looking for someone to help them with any financial change in their lives; planning for or embarking on retirement, an inheritance, college planning, estate planning or business or personal finance solutions.

About My Business:

 

In my role as a financial advisor for over 17 years with Merrill Lynch, it has been my pleasure to get to know and partner with my clients, helping them navigate through the financial changes that accompany their life events, and to assist them in creating a secure financial future for themselves and their loved ones. I am an experienced and knowledgeable advisor who is genuinely and sincerely interested in helping people plan for life's milestones and respond to its challenges. Together, we will take the time to explore your specific needs and goals, and set out a clear path for you to achieve those objectives. I serve a variety of clients in my practice - some have substantial assets and complex planning needs, and some are just beginning to consider plans for their financial futures. Whether you have questions about rolling over a 401(k) from a previous job, investing an inheritance, or even if you just need advice about selecting the most appropriate funds for you current 401(k) plan at work - I am here to help. I am a 1992 graduate of Western Michigan University, with a degree in Business Management. I lived and worked in Atlanta, Georgia for 4 years prior to returning home to Michigan in 1996 to join Merrill Lynch and form The Faulkner Group. I am a Certified Financial Manager and a Chartered Retirement Planning Counselor®. I am an active member of the community and presently serve on the Partners Committee for the Karmanos Cancer Institute. I currently live in Bloomfield Hills, Michigan with my beautiful daughters, Sydney and Emma.

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