ADVISOR PROFILE

As a private wealth advisor, Scott specializes in helping people retire confidently while also developing a plan to effectively share wealth across multiple generations.

With almost two decades of experience working closely with his clients, building financial plans and managing portfolios, he is adept at considering a wide range of strategies to find those he believes are best suited for his client’s needs. He utilizes these strategies to build personalized financial plans to help his clients manage their wealth and preserve what’s most important to them.

Scott is passionate about building family success and wealth. He understands family success takes vision and that the process behind leaving a legacy is far from traditional. He is so passionate about family wealth that he authored a book entitled Family Success: Building a Legacy Takes More Than Money. Realizing there is no one-size-fits all approach to family success, his book lays the groundwork for you to plan your family’s future success.

Scott is a member of the Financial Planning Association and earned his Bachelor’s degree from Miami University. Scott holds the CERTIFIED FINANCIAL PLANNER™ professional designation and has earned designations as a Chartered Retirement Planning Counselor^SM, a Chartered Financial Consultant^®, a Chartered Life Underwriter^® and a Certified Divorce Financial Analyst^®.

Scott has lived in Charlotte since 2006. When he’s not in the office, he enjoys spending time with his children near any body of water!