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. 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.
Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.
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.
Raymond James is not affiliated with any of the companies mentioned.