Since 1991, Scott has been helping investors like you through the process of obtaining financial independence so that they can focus on the most important things in life.
With the insight and industry knowledge that comes with over 27 years in the business, Scott provides his clients with the information they need to choose the most suitable investment products and services for their specific financial needs, including financial planning, retirement planning, estate planning, college planning, wealth management and more.
Scott is originally from Long Island, NY, and is a graduate of Long Island University where he earned a Bachelor of Science degree in Business Administration. He joined Dreyfus Investments right out of college in 1991 in New York. In 1994, he was asked to relocate to Central Florida to help launch the Dreyfus Financial Center in Altamonte Springs, FL, and later was promoted to branch manager in 2000.
Scott continued his educational pursuits and received the CERTIFIED FINANCIAL PLANNER™ professional designation from the Certified Financial Planner Board of Standards, Denver, CO back in 1999.
In 2003, Scott moved his practice to Raymond James in Orlando, FL. Raymond James & Associates, Inc. has built a national reputation during the past 56 years as a leader in financial planning for individuals, corporation and municipalities, is wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF).
Scott and his family live in Lake Mary, FL. Scott and his wife Lisa have been married 13 years and have two girls, Olivia (11) and Bella (10). In his free time, Scott enjoys spending time with his family and coaching both his daughter's softball teams.
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.