Raymond James financial advisors, Gables Legacy Group

Scott Mayo

Scott Mayo
Branch Manager and Financial Advisor
scott.mayo@raymondjames.com

With more than 16 years of wealth management experience, Scott has developed a client-centered, systematic approach to investing that focuses on his clients’ needs and their core values. He applies his knowledge and expertise to help pre-retirees manage and preserve their wealth and to help retirees maximize their retirement income – all in a tax-efficient manner. He also specializes in financial planning services for successful younger families and individuals. Being an independent advisor allows him to work with clients in an objective, honest manner and helps keep their best interests front and center, where they belong.

Scott consults with his clients to help them identify, plan for and pursue their financial goals. Driven by a desire to help people, he believes in structuring portfolios to help mitigate risk, while setting the stage for clients to realize long-held aspirations. Scott holds Series 7, 24, 63 and 66 credentials, as well as life and health insurance licenses. On a regular basis, Scott consults with his clients' CPAs and estate planning attorneys to help ensure proper planning.

Understanding the needs of his clients, Scott founded Freestone Wealth Strategies in 2013. Prior to this, he served as a senior financial advisor and sales manager for the largest privately held bank in the United States. He lives in Omaha with his wife of more than 20 years and their two children who attend Elkhorn Public Schools. In his free time, he enjoys playing with his kids, traveling, fly-fishing and hiking with friends and family in the mountains of Colorado.