Since 1987, Scott has been guiding clients through volatile markets and helping them pursue their financial goals. His investment knowledge, strategy and expertise make him a valuable resource for his clients. He joined Raymond James & Associates, Inc., in 2006 as a Senior Vice President of Investments.
Scott helps his clients pursue their goals with an emphasis on preservation of capital, managing/minimizing risk, and capital appreciation. He values long-term relationships, and aims to get to know each client on a personal level, as successful investing begins with a clear understanding of the client's financial needs and objectives. Scott's main intent is to create long-term investment strategies well-suited to each client's unique situation.
He plans, designs and implements investment strategies, and provides retirement planning services for corporations and individuals. His clients know that he is there to support them today and that he'll be there in the future with the same professionalism and commitment they have come to expect. That's why clients have been turning to him generation after generation. He will also coordinate his efforts with other professionals (accountants, lawyers, estate planners, etc.) to help the realization of all financial objectives.
Scott holds series 7 and 63 certifications; life and health insurance license; and the wealth management specialist designation. Scott lives in Brookville, NY with his wife and their twin daughters.
Scott has been chosen to serve on the 2014, 2015, 2016, 2017 and 2018 Retirement Solutions Advisory Board for Raymond James & Associates.
Membership in the Chairman’s Council is Raymond James’ highest honor. This distinction is given to a select group of Raymond James financial advisors who have demonstrated the utmost commitment to the values that define our firm. Chairman’s Council Membership is based mainly on assets under management, education, credentials, and fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. No fee is paid in exchange for this award/rating.