Scott
In his more than three decades of helping people navigate the ever-changing market, Scott has remained a steady advocate for disciplined, goal-oriented wealth management. This approach has enabled him to guide clients through the ever-changing market environment while keeping their long-term plans in focus.
Scott primarily works with institutions and families with substantial means, clients whose finances carry inherent complexities across a broad range of concerns. Utilizing specialized resources, he helps bring those complexities into alignment in service to his clients’ goals.
Education and experience
- Bachelor of Science, University of Massachusetts, Dartmouth
- Financial advisor since 1994
- Chartered Retirement Planning Counselor™
Outside the office
Scott and his wife, Beth, live in Holden, Massachusetts, with their three daughters. Outside the office, he enjoys spending time with his family as well as playing competitive hockey and coaching for a number of his daughters' teams.
