Scott brings his passion and experience in the retirement services industry to the team. He enjoys helping his clients make sound financial decisions and helping them reach their retirement goals. Scott has over 10 years’ experience with Raymond James and devotes the majority of his time to the retirement plan business. He has spent the last several years assisting plan sponsors and investment committees managing their fiduciary responsibilities pertaining to qualified retirement plans. Scott is recognized by Raymond James as a leader in the industry by his inclusion on the Retirement Plan & Institutional Advisory Council, RIAC*
Scott grew up in Western Pennsylvania and currently resides in Northeast Ohio with his wife Michelle and their three daughters. As a graduate of Mount Union College in Alliance, Ohio, Scott began working in the retirement services industry with Wachovia Retirement Services in Charlotte, North Carolina. In 2008, he joined Oswald Financial, Inc. a division of The Oswald Companies located in Cleveland, Ohio where he held the title of Senior Consultant. He joined Raymond James in 2011 as Associate Vice President of E&M Consulting. Scott enjoys home improvement projects, listening to jam bands and can play the acoustic guitar. Scott played soccer in high school and college and loves watching the English Premier League games on weekends.
*Raymond James’ Retirement Plan & Institutional Advisory Council membership is based on assets under management, number of qualified group retirement plans, designations obtained, and compliance record. Membership is not an endorsement, is not representative of any one client’s experience, and is not indicative of future performance. No fee is paid in exchange for this membership.
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.