Scott brings his passion and experiences in the retirement services industry to the CKE team. He enjoys helping his clients make sound financial decisions and helping them reach their retirement goals. Scott has nearly 10 years’ experience with Raymond James and devotes the majority of his time to 401K consulting. He has spent the last several years assisting plan sponsors and investment committees managing their fiduciary responsibilities pertaining to qualified retirement plans. He is an Accredited Investment Fiduciary® (or AIF®) and has received formal training in investment fiduciary responsibility. Scott holds the following licenses: Series 7, Series 6 & Series 63 and is also registered as an Investment Advisor Representative. Scott is recognized by Raymond James as a leader in retirement plan consulting by his position on the Retirement Plan Advisory Council.*
Scott grew up in Sharon, Pennsylvania and currently lives with his wife Michelle and their two children. 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, Investments of E&M Consulting. Scott enjoys home improvement projects, he loves listening to Jam Bands and can play the acoustic guitar. Scott played soccer in high school and college and loves watching the English Premiere League games.
*Raymond James’ Retirement Plan 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.