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Wealth Management AdvisorSenior Vice President - Wealth Management330 NORTH HIGGINS AVENUE
Suite 1ST FLMISSOULA,
Reg Senior Client Associate
Scott Seifert is Senior Vice President-Wealth Management and Wealth Management Advisor in the Missoula, MT office who joined Merrill Lynch in 1995. Scott has over 30 years of experience in the Financial Services Industry. He works with families, executives and business owners to assist them in achieving their financial goals. Scott does this by partnering with Merrill Lynch and Bank of America specialist and using an investment planning process that allows him to develop, implement and monitor successful strategies. This plan gives him the ground work to address needs in areas such as retirement planning, asset management, liability management, cash flow analysis, concentrated stock strategies, and estate preservation.Scott holds a business degree from the University of Montana and is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Scott is a Polson, Montana native and enjoys family time with his wife and two children. He is also involved with the Missoula Chamber Ambassadors.Lisa Woirhaye, Registered Senior Client Associate, has been with Merrill Lynch since 2007. Lisa earned her Chartered Retirement Planning CounselorSM (CRPC®) designation in 2014. She focuses on providing superior client support in all administrative areas as well as integrating the wide array of Merrill Lynch services to meet client needs. She previously was a Service Manager in the grocery business for 13 years.Lisa is a Kalispell native and enjoys spending time with her husband and three children, hiking, golfing and enjoying the outdoors.
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. *CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
Scott Seifert is registered to do business in : AK, AL, AZ, CA, CO, FL, HI, IA, ID, IL, IN, KY, MA, MI, MO, MT, NC, NV, OR, PA, TX, UT, VA, WA, WI, WY
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