Scott specializes in financial planning and investment management for affluent families, corporate executives and business owners. He is dedicated to the financial priorities in their successful lives – from managing and preserving their wealth, to leaving a legacy for their loved ones.

Scott genuinely cares about his clients and has a passion for helping them enjoy financial independence. With his attention to detail, his clients can be confident knowing their needs are being addressed and that the wealth planning strategies they discussed are being fully implemented.

He holds the professional designations of Wealth Management Specialist and CERTIFIED FINANCIAL PLANNER™ practitioner. CFP® certification is one of the most respected financial planning credentials and the recognized standard of excellence in personal financial planning.

Scott has received numerous industry recognitions. In 2017, 2018 and 2020, he was recognized by Forbes as one of America’s Top Next Generation of Wealth Advisors. In 2019 and 2022 he made the Forbes ranking of the Best-In-State Next-Generation Advisors.

Scott joined Raymond James in 2008 and participated in a rigorous financial planning program which provided extensive training in financial planning, investment management and asset protection techniques. He is a founding partner of ALK Private Wealth Management of Raymond James. He earned a bachelor’s degree in finance with a minor in accounting from the University of South Florida.

Scott is a native Floridian and lives in Palm Harbor, Florida, with his wife, Nicole, and their 3 daughters. In his free time, he enjoys fishing, boating, woodworking and travel.

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.

Data provided by SHOOK^TM Research, LLC as of 3/31/2018.

SHOOK Research considered advisors born in 1980 or later with a minimum four 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. Out of 5,832 advisors considered, 1,000 made the final list in 2018. Out of 2,356 advisors considered, 500 made the final list in 2017. For more information see www.SHOOKresearch.com.

The ForbesNext-Gen Wealth Advisors rankings, developed by Shook Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data Rankings are based on the opinions of Shook Research, LLC. Research Summary (as of April 2020): Out of 32,000 nominations received, 500 made the final list in 2020. 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. Please visit https://www.forbes.com/top-next-gen-advisors for more info.

Shook Research considered advisors born in 1980 or later with a minimum four years of 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. Out of 6,389 advisors considered, 1,489 made the final list in 2019. For more information see www.SHOOKresearch.com.