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Scott MacDonald

Merrill Lynch Special Needs Team

Scott MacDonald

Merrill Lynch Special Needs Team

Scott MacDonald

Merrill Lynch Special Needs Team

Profession LogoFINANCIAL PLANNER

Firm Description

Located in multiple offices throughout California, we are a deeply experienced team dedicated to improving the long-term well-being of society’s most vulnerable: people with disabilities, elderly individuals with dementia, accident victims, and other special-needs populations by offering financial advice and guidance. Our work is more than a profession — it’s a passion. For decades we have focused on providing financial strategies to address the challenges and issues that you and your clients face.

We understand the implications of the Uniform Prudent Investment Act, California Probate Code, California Rules of the Court and National Guardianship Standards. We help professional advisors and family members institute investment standards through process-oriented investing that is well documented, regularly revisited, and clearly communicated.

Speak to us for a few minutes, and you may quickly perceive how we can help alleviate some key financial challenges that special-needs clients—and their support network—face. We have extensive experience collaborating with Private Professional Fiduciaries, Corporate Trustees, Estate Planning Attorneys, and Personal Injury Attorneys.

Hours

Please contact this special needs planner for firm hours by clicking here.

Cost

What Is a Special Needs Planner?

Main Office

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

555 California St, 9th Floor
San Francisco, CA 94107

1000 Aviara Pkwy, Suite 200
Carlsbad, CA 92011

1885 Santo Domingo
Camarillo, CA 93012

2320 East Bidwell Street
Suite 100
Folsom, CA 95630

On the web

View Firm Website


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts