Scott MacDonald


Profession LogoFINANCIAL PLANNER
Scott MacDonald

Merrill Lynch Special Needs Team

801 10th Street
7th Floor - Suite 1
Modesto, CA 95354
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Profile

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. Mr. MacDonald has been featured in a variety of publications on serving clients with disabilities, including the San Francisco Chronicle, New York Times, Oakland Tribune, The Street.Com, AdvisorOne and a cover story in On Wall Street Magazine. He has been a consulting author and editor of attorney training manuals related to Special Needs Trusts. He has lectured extensively for various Bar and Consumer Attorney Associations, the Special Needs Alliance, the National Guardianship Association and the Professional Fiduciary Association of California. 

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Firm Website: www.fa.ml.com/sng
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   I understand that by contacting a lawyer or a law firm through the Academy of Special Needs Planners, I will not create an attorney-client relationship and the message will not necessarily be treated as privileged or confidential. I also understand that if I contact a non-attorney member of the Academy, whether a financial planner, trustee or other non-attorney, that such contact does not by itself mean that the professional has been retained and that communications with the member may not be treated as privileged or confidential.