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 pursue 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 joined Raymond James in 2008 and participated in a rigorous financial planning program which provided extensive training in financial planning, investment management and asset preservation techniques. He is a founding partner of Definition Private Wealth & Consulting of Raymond James.

Scott is a native Floridian and lives in Palm Harbor, Florida, with his wife, Nicole, and their 3 daughters.

Education – Scott earned a bachelor’s degree in finance with a minor in accounting from the University of South Florida.

Hobbies - In his free time, Scott enjoys fishing, boating, woodworking and travel.