Scott Kelly is a proactive financial advisor who combines experience with genuine care to help clients’ finances evolve as life changes. He believes financial guidance should be personal, practical, and forward-thinking, so he checks in regularly and tailors strategies to reflect each client’s goals, priorities, and lifestyle.
As part of Legacy Wealth Partners, Scott works alongside a team with more than 60 years of combined experience, committed to a fiduciary standard of care. Together, they serve clients locally with integrity and transparency while offering access to the resources of Raymond James, one of the largest independent financial services firms, without the Wall Street feel.
Scott provides customized portfolio management and comprehensive planning for retirement, education funding, estate strategies, and insurance. He is accessible and responsive, clients have his personal cell phone number and know they can reach him when it matters. His mission is simple: to help clients feel confident their financial life is in order for themselves and those they care about.
Inspired by family and community, Scott brings a human touch to financial planning. He serves as a Scoutmaster with Scouting America, helped expand the Watch D.O.G.S. (Dads of Great Students) program from 1 to 19 schools in a single year in Snohomish County, and is active with Snohomish Kiwanis. When he’s not advising clients, you’ll find Scott outdoors with his family, living the values he helps others plan for.