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Wealth Management AdvisorSenior Vice President - Wealth Management330 NORTH HIGGINS AVENUE
Suite 1ST FLMISSOULA,
Learn more about an advisor’s background on FINRA’s BrokerCheck
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, KY, MA, MD, MN, MO, MT, NC, NV, NY, OR, PA, TX, UT, VA, WA, WI, WY
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Merrill Lynch is the marketing name for Merrill Lynch Wealth Management, and Merrill Edge®, both of which are made available through Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S"). Merrill Edge is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.
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Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.