Scott Shagrin, CFP®

Scott Shagrin is a Co-Founder and Managing Director of Beverly Hills Private Wealth. A long-time proponent of smart and thoughtful planning, Scott often reminds clients that a failure to plan is a plan for failure.” For this reason, he spends considerable time discussing a range of scenarios and investment approaches with each client – preparing for a range of circumstances and outcomes.  

Scott is privileged to work closely with his clients in matters of asset allocation, retirement and estate planning services, existing portfolio evaluation and risk management. He is particularly proud to serve multiple generations of clients – in some cases, three generations.  

Prior to co-founding Beverly Hills Private Wealth, Scott was a Senior Vice President at Merrill Lynch Wealth Management from 2006-2022, after already spending more than 20 years at Shearson and Smith Barney.  

Having graduated from the University of Arizona in 1983 with a B.S. Degree in both Finance and Real Estate, Scott later earned his CFP® certification – an experience that has had a strong impact on how he advises clients in areas of wealth management. A lifetime learner, Scott later attended the Harvard University Executive Education Program, designed to expand ones cognitive capacity, and The Wharton School of Executive Education.

An active member of El Caballero Country Club and previous co-chair of The Federation Golf Tourney, Scott is currently a big brother for Big Brothers of Los Angeles. Scott is a very proud father of two children. Carly, a Northwestern graduate, now works for Google and Michael, a UVA Law graduate who works for a major firm in New York City. Scott and his wife Lauren Abrams married last year after a long courtship and blended their families, and he is thrilled to be a step-father to her wonderful children, Brett and Molly. They reside in Los Angeles.