Financial Advisor, Merrill Lynch

FIDUCIARY & SPECIAL NEEDS GROUP OF CALIFORNIA

Global Wealth Management

CITY TOWERS
801 10TH STREET
Suite 1

MODESTO, CA 95354

Phone: (800) 2602919
Email:

Directions to Branch

PROFESSIONAL STAFF

Scott MacDonald 8002602919 Senior Financial Advisor Senior Vice President-Wealth Management View Profile
Daniel Cutter (415) 955-3902 Senior Financial Advisor Assistant Vice President View Profile
John Schoeppach 9169843270 Sr Resident Director First Vice President-Wealth Management View Profile
Brian W. Fox 8005698217 Senior Financial Advisor Senior Vice President-Wealth Management View Profile

PROFESSIONAL PROFILE

Scott MacDonald is a Senior Vice President-Wealth Management, Senior Financial Advisor and earned the Certified Special Needs Advisor. Mr. MacDonald also earned the Senior Portfolio Manager in the PIA Program. He has been with Merrill Lynch over 26 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.



Scott has been extensively involved with many disability organizations, including the PRIDE Institute and Foundation, Downs Syndrome Institute, Autism Speaks, Society for Handicapped Children and Adults, Parents Helping Parents, Support for Families, Legal Assistance for Seniors, and the ARC of San Francisco.



Mr. MacDonald created the Fiduciary and Special Needs Group, a team of Financial Advisors across California who leverage specialized training in the field of disability planning and prudent probate investing. We focus on improving the financial well being of individuals of special need regardless of their age or disability. We advocate a collaborative approach to Wealth Management by drawing upon an extensive network of multi-disciplined professionals and advocates to help our clients attain financial success. We seek to promote understanding of the special needs community and to improve the self reliance of special needs persons, their families and caregivers.

Our team serves many fiduciaries across California. We provide a turnkey service for professional or family fiduciaries to promote the holistic well being of the trust beneficiary or conservatee. We are proficient in the specialized legal restrictions and court accounting procedures particular to fiduciary investing. We are well versed in the UPIA and California Probate Code.



Our team provides recommendations for Personal Injury and Medical Malpractice Awards. We provide wealth management planning, budgeting and coordination with specialized SNT attorneys, life care planners and benefits counselors. Structured Settlement recommendations are provided in collaboration with our partners the EPS Settlements Group.



We offer customized wealth planning and asset management for families with special needs loved ones, including; Special Needs Trusts, Pooled Special Needs Trusts, Conservatorships, Guardianships, Charitable Trusts, Generational Skipping Trusts and a variety of Family Trusts.



We have access to a full suite of corporate trustee services through Merrill Lynch Trust Company (MLTC), one of the largest providers of trust services in the United States. MLTC can act as trustee or co-trustee to provide full trust administration and fiduciary investment management services.



Alternatively, we can provide professional or family trustees with a variety of agency services, including wealth management planning, principal and income accounting, bill payment, distribution and valuation assistance, charitable trust administrative services, fiduciary income tax preparation and fiduciary guidance.



Our Mission is to provide centralized access to financial and practical resources for clients with a wide variety of special needs. Distinctive specialized training and experience allow us to present turnkey solutions for the singular needs of these special clients.



The Certified Special Needs Advisor designation is an internal Merrill Lynch self-study curriculum based on a variety of wealth management topics and a course exam.



Merrill Lynch does not give legal or tax advice upon which you can rely. Consult your attorney and/or tax advisor for all legal or tax matters.



To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com

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Daniel Cutter is registered to do business in:AZ, CA, FL, IL, MA, NJ, NY, OR, VT

John Schoeppach is registered to do business in:AK, AL, AR, AZ, CA, CO, CT, DC, DE, GA, HI, ID, IL, IN, LA, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OK, OR, PA, RI, TN, TX, UT, VA, VT, WA, WY

Brian W. Fox is registered to do business in:AK, AL, AR, AZ, CA, CO, DC, HI, IL, MI, MO, NC, NJ, NV, NY, OK, OR, PA, UT, VA, WA

Scott MacDonald is registered to do business in:AZ, CA, CO, DE, FL, GA, HI, IA, IL, IN, MA, MI, MN, MT, NC, NJ, OH, OK, OR, TN, TX, UT, VA, WA

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