Scott Strategic InvestmentsAn independent firm
 
 

About Us

Robert D. Scott, CFP®, AAMS
Financial Advisor, RJFS

Bob Scott has been in investments and investment banking since 1987. Bob began his career as a financial analyst at Kidder, Peabody & Co., in New York City. Later he accepted a position with Alex. Brown & Sons in San Francisco as a senior analyst. As an analyst he specialized in mergers and acquisitions and raising capital for companies in the public market.

In 1993 he moved to Denver and joined Rockmont Capital Partners where he became a Managing Principal. Rockmont Capital Partners is a private investment company that invests in and acquires public and private companies.

In February 1999, Bob and his family relocated to Pagosa Springs and opened an office for Edward Jones Investments where he became a Limited Partner. In February of 2007 Bob affiliated with Raymond James Financial Services, Inc., and formed Scott Strategic Investments, LLC.

Bob received a Bachelor of Science degree in Business Administration and a Bachelor of Arts degree in International Relations from the University of Southern California and an MBA from the University of Denver. Bob is a Certified Financial Planner™ practitioner and completed the Accredited Asset Management Specialist (AAMS) professional education program offered by the College for Financial Planning.

About Raymond James

Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.

  • More than 5,400 financial advisors
  • 2 million client accounts
  • 2,400 locations (United States, Canada and abroad)
  • $268 billion in client assets
  • $35 billion managed by its subsidiary asset managers

Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.

For more information, visit raymondjames.com.

SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.

Financial Advisor Image
Robert D. Scott, CFP®, AAMS Financial Advisor, RJFS
189 Talisman
Suite D
Pagosa SpringsCO 81147
Phone: 970-731-3070
Fax: 970-731-3079
Toll-Free: 800-731-6345
Contact Us

Securities are offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRA / SIPC

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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CFP® | CERTIFIED FINANCIAL PLANNER™ |

Certified Financial Planner Board of Standards, Inc.,
owns the certification marks above, which it awards
to individuals who successfully complete initial and
ongoing certification requirements.