MACBETH GROUP
Global Wealth Management
BREA PLACE
145 SOUTH STATE COLLEGE BLVD
Suite 300/350
BREA, CA 92821
Phone: (714) 257-4428
Email:
Directions to Branch
PROFESSIONAL STAFF
| (800) 201-7297 | First Vice President-Investments |
| (714) 257-4428 | Financial Advisor |
| (714) 257-4427 | Client Associate |
PROFESSIONAL PROFILE
Nannette Macbeth, First Vice President, has twenty eight years of experience in the securities business. She graduated from Cornell University on a New York State Regents Scholarship. She is a frequent speaker on investment topics for business groups and corporations. She focuses in all areas of financial planning comprehensive wealth management, integrating trust & estate, risk management, and investment management. Nannette is a member of the Circle of Excellence, on the executive board of the Cal State Fullerton Business School, and the Advisory Board of the Children's Museum of La Habra.
Scott Macbeth, has over five years experience providing Financial and Wealth Management advice and services. He is graduate of Cal State Fullerton. Prior to joining Merrill Lynch in 1998, he was an Estate Planner at Asset Protection, Inc. Scott specializes in retirement and financial planning for individuals and corporations. Scott is a member of the Cal State Fullerton Alumni Association and sits of the Board for the Athletic Department.
Dawn Martin, Client Associate, has twelve years experience in the securities business. She joined Merrill Lynch in 1993. She is married with two beautiful girls. Dawn does have some college education, and is very affluent in with computers. Her interest lie in walfare of the community and people in general. she also enjoys horseback riding, culinary arts, and spending time with her family.
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Nannette E. Macbeth, CFM is registered to do business in: AZ, CA, CO, FL, ID, IL, MA, ME, MN, MO, NJ, NV, NY, OH, OK, OR, TX, VA, WA
Scott Macbeth is registered to do business in: AZ, CA, CO, FL, ID, MA, ME, MN, MO, NJ, NV, NY, OK, OR, TX, VA, WA
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