Scott Shagrin
Managing Director, Co-Founder at Beverly Hills Private Wealth- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Beverly Hills, California, United States, US
Languages
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English Native or bilingual proficiency
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Bio
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Credentials
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Personal Investment Advisor
Merrill Lynch InternalMar, 2014- Nov, 2024 -
Certified Financial Planner
CFP Board of StandardsApr, 1987- Nov, 2024
Experience
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Beverly Hills Private Wealth
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United States
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Financial Services
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1 - 100 Employee
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Managing Director, Co-Founder
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Oct 2022 - Present
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Merrill Lynch
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United States
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Financial Services
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700 & Above Employee
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Wealth Management Advisor, Senior Vice President
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Sep 2006 - Oct 2022
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SMITH BARNEY
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United States
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1 - 100 Employee
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Vice President
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Nov 1991 - Sep 2006
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Vice President
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May 1983 - Nov 1991
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Education
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1979 - 1983
University of Arizona
Bachelor's Degree
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