Raymond James financial advisors, Legacy Financial Group

W. Scott Mowry

W. Scott Mowry, CFP®
Certified Financial Planner™

As a Certified Financial Planner™ practitioner, Scott is dedicated to helping our clients work toward their financial goals by guiding them through the investment planning process set forth by the Certified Financial Planner Board of Standards, Inc.

By being certified by the CFP Board, Scott has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous CFP® certification process that includes highly demanding education, examination, experience and ethical requirements.

Scott started in the industry in 1997. He was a financial advisor for eight years at Legg Mason and a Vice President at Citigroup/Morgan Stanley for four years. He holds Series 6, 63, 7, 9 and 10 licenses, as well as life, health and variable annuity licenses.

Scott earned a bachelor's degree in business administration from Embry-Riddle University. He is a notary* and a member of the Financial Services Institute. Active in his community, Scott is a member and alumni of LEAD Historic Triangle, a supporter of the United Way of Greater Williamsburg, and serves on the board of WJCC Schools Foundation.

Originally from Hampton Roads, Scott lives in Williamsburg with his wife, Lynn, and children, Clay and Nikki. In his free time, he enjoys reading nonfiction, 1960s-era auto restoration, saltwater fishing, sports, travel, aviation, and spending time with his family.

CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

*Notary services are not a service of Raymond James.