With clients across the United States, including individual investors, small companies and private entities, Scott is committed to providing distinguished service and professionalism that clients expect from a long-term, private client relationship.
Using a combination of technical and fundamental analysis, as well as proprietary and independent research, Scott creates customized strategies designed around individual short- and long-term goals. He strives to develop plans that mitigate downside risk so clients enjoy consistent returns without the volatility that can make investing an anxious experience.
Scott’s primary areas of focus include:
- Investment management with a focus on covered call option writing strategies
- Retirement Income planning
- Wealth preservation and transfer strategies
- Estate planning services
- Life insurance analysis and funding
- Cash management strategies for business
Scott is a graduate of the University of Wisconsin – Madison, with degrees in both molecular biology and French. He also holds an MBA in finance and international business from the Johnson Graduate School of Management at Cornell University. Additionally, Scott is a Certified Financial Planner™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and also holds the CRPC® (Chartered Retirement Planning CounselorSM) designation.
Prior to becoming a financial advisor in 2002, Scott was the managing director of international operations for GATX Terminals Corp., a company active in the oil and chemical transportation industry.
A native of the Chequamegon Bay area of northern Wisconsin, Scott and his wife, Michelle, live in Hugo, Minnesota, and have six grown children. He is active in scouting and public schools and holds positions on a variety of nonprofit boards. Scott was the 2010-2011 president of the Stillwater Noon Rotary Club and is active at the District 5960 level of Rotary International.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
Raymond James does not provide legal services. Please discuss these matters with the appropriate professional.
