Since 1995, when he entered the business, Scott has seen his clients through many financial market cycles. He enjoys teaching clients about investing and how the stock market works because it helps them understand how their portfolios fit into their overall financial picture. It also shows them how their investments are designed to help them pursue their short- and long-term goals.
Scott was inspired to join the financial services industry by his father, Dan, who was a financial advisor for more than 45 years. He also had the privilege of having his dad as his business mentor for 14 years when the two worked together at the same firm. You might say that Scott’s founding of North Road Wealth Partners is the culmination of his father’s inspiration and his own aspiration to serve the best interests of clients.
Dedicated to professionalism, Scott has achieved the CERTIFIED FINANCIAL PLANNER™ professional designation. In order to be awarded this designation, Scott completed the rigorous CFP® certification process and continues to meet ongoing certification renewal requirements. Scott also offers clients some two decades of experience he’s gained by working at such firms as Wells Fargo Advisors, Wachovia Securities, A.G. Edwards & Sons and Prudential Securities.
A native of Massachusetts, Scott attended St. Anselm College where he earned a bachelor’s in applied economics. Today he lives in Ayer with his wife, Heather. The couple has three children.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.