Scott is no stranger to taking complex problems and simplifying strategies and answers in a way that empowers his clients to make the right financial decisions for them. Primarily supporting both pre-retirees and retirees with retirement planning, Scott’s approach to financial services is one that involves listening to his clients more than talking.
Scott holds both the Accredited Portfolio Management Advisor ™ (APMA™) and Chartered Retirement Planning Counselor™ (CRPC™) designations. These are awarded to financial professionals who specialize in creating, curating and preserving investment strategies, as well as retirement planning. After 17 years with Ameriprise, Scott joined Raymond James in 2023, along with the Leeward Financial Group. His certifications and experience are backed by a Bachelor of Science in management information systems from Florida State University.
On a day-to-day basis, Scott focuses on delivering comprehensive financial planning that helps give his clients clear and personalized advice. He strives to achieve this by having a schedule of meetings and communication with each client to review progress over time and help ensure they’re still on track. Scott also spends time in investment committee meetings to discuss ideas, market outlook and forward-thinking suggestions for his clients’ strategies.
Scott enjoys surfing, golfing, playing pickleball and painting in his free time. Originally from Merritt Island, Florida, today Scott resides with his spouse, Missy, and two children in Lighthouse Point, Florida.