Since 1987, Scott has been working closely with the individuals and families he serves, guiding them through volatile markets as they pursue their short- and long-term financial goals. His investment knowledge, strategy and expertise – built on more than three decades in this industry – make him a valuable resource, and his proactive approach helps ensure his clients truly understand their portfolios as well as what is happening in the markets. Scott joined Raymond James & Associates in 2006 as a senior vice president of investments.
A patient person by nature, 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, knowing that investing begins with a clear understanding of an individual’s unique financial needs and objectives. Scott works diligently to help his clients tackle complex financial situations and develop holistic financial plans that take into account each facet of their finances.
Scott’s clients turn to him generation after generation, knowing that he is there to support them today and that he’ll be there in the future, bringing with him the same level of professionalism and commitment they have come to expect. He will also coordinate his efforts with other professionals, such as accountants, lawyers and estate planners, to help with the realization of financial objectives.
Scott, a designated Wealth Management Specialist, holds Series 7 and 63 securities licenses as well as his life and health insurance license. Scott was chosen to serve on the 2014, 2015, 2016, 2017 and 2018 Retirement Solutions Advisory Board for Raymond James & Associates, and has been a member of the firm’s Chairman’s Council since 2006.
Scott lives in Brookville, New York, with his wife and their twin daughters.
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.