Scott MacDonald is a Senior Vice President-Wealth Management, Senior Financial Advisor and earned the Certified Special Needs Advisor designation. Mr. MacDonald also earned the Senior Portfolio Manager designation in the PIA Program. He has been with Merrill Lynch over 28 years. More »
Ann Marshall Robbeloth, JD, MSW, has been working in the fields of Estate Planning, Conservatorship and Elder Law since 1997. She has built her practice around the idea that planning for the future must incorporate the unique qualities of each client. More »
Sheri Sudweeks is a partner in the law firm of Sugai & Sudweeks, LLP. Ms. Sudweeks has focused her practice on special needs planning and trust administration, conservatorships, guardianships, and estate planning. More »
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