Scott is a founding partner in Acuff, Linington, Kissner Private Wealth Management of Raymond James and holds the title of Vice President of Investments. Over his 13 years of experience in financial services, Scott has dedicated his career to helping manage and preserve the financial assets of his clients.
As a CERTIFIED FINANCIAL PLANNER™ professional, he has completed a rigorous and comprehensive program, covering the full financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. Scott specializes in planning for affluent families, corporate executives and business owners. In addition to his CFP® certification, he holds a wealth management specialist designation.
Scott has a Bachelor’s degree in Finance with a minor in Accounting from the University of South Florida. Upon coming to Raymond James, Scott participated in a rigorous Financial Planning Program which provided extensive training in financial planning, investment management and asset protection techniques. In 2016 Scott was recognized in On Wall Street magazine's list of Top 25 Regional Advisors under the age of 40. In 2017 & 2018 he was recognized by Forbes as one of America’s Top Next Generation of Wealth Advisors. The annual lists recognize successful financial advisors who go above and beyond for their clients.
Scott is a native Floridian and resides in Palm Harbor, FL with his wife Nicole and their 3 daughters. Outside the office, Scott is involved with the Leepa Rattner Museum of Art, American Heart Association and his church.
Each year On Wall Street ranks the highest-producing advisers in wealth management who are under 40. Several hundred candidates were considered and 40 were chosen to receive the award. Finalists had to be no older than 39 as of Dec. 31, 2016 and be employed at a major, leading regional brokerage firm. Trailing 12-month production as of 9/30/16 is then used to compile the ranking. AUM may also be taken into account. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. On Wall Street is not affiliated with Raymond James. For Forbes list of "America's Top Next Generation Wealth Advisors, with data provided by SHOOK™ Research, LLC as of 3/31/17 & 3/31/18. SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports.
Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. For more information see www.SHOOKresearch.com.
1 Minimum account sizes are general since it can vary depending on a range of circumstances. 2 Advisors are judged on individual contribution but total team assets are shown, which can include one or more additional advisors. 3 Minimum account sizes are general since it can vary depending on a range of circumstances.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.