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Scott Shagrin, CFP®

Scott Shagrin, CFP®

Vice President

Followers of Scott Shagrin, CFP®923 followers
location of Scott Shagrin, CFP®Beverly Hills, California, United States

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  • Timeline

  • About me

    Managing Director, Co-Founder at Beverly Hills Private Wealth

  • Education

    • University of Arizona

      1979 - 1983
      Bachelor's Degree

  • Experience

    • Shearson Lehman Bros

      May 1983 - Nov 1991
      Vice President

    • SMITH BARNEY

      Nov 1991 - Sept 2006
      Vice President

    • Merrill Lynch Wealth Management

      Sept 2006 - Oct 2022
      Wealth Management Advisor, Senior Vice President

    • Beverly Hills Private Wealth

      Oct 2022 - now
      Managing Director, Co-Founder

  • Licenses & Certifications

    • Personal Investment Advisor

      Merrill Lynch Internal
      Mar 2014

    • Certified Financial Planner

      CFP Board of Standards
      Apr 1987