CFP®, AIF®, CIMA®, CPWA®
Senior Partner, Planner
Scott is a Certified Financial Planner™ and Accredited Investment Fiduciary® who began his career in financial planning in 1985. He also completed the Certified Investment Management Analyst® program through the Wharton School of Finance, and later became a Certified Private Wealth Advisor® through the Investments & Wealth Institute at the University of Chicago Booth School of Business. CPWA® is an advanced credential for wealth managers who work with high-net-worth families and individuals, focusing on the life cycle of wealth: accumulation, preservation, and distribution.
In 2020, Scott was named to the Barron’s Top 1200 Advisors and the Forbes Best-In-State Wealth Advisors.* He achieved a trifecta of similar recognition in 2019, being named to the same two lists as well as The Financial Times 400 Top Advisors. He has been named to the Barron’s list more times in the past 11 years than any other financial advisor who applied on Florida’s west coast, from Tampa to Fort Myers.
Scott is a longtime philanthropist, deacon in his church and an avid cyclist. He and his wife of more than 30 years, Julie, have three grown daughters and one granddaughter.
*The ranking algorithm for Barron’s Top 1200 Advisors is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion. The rankings for Forbes Best-In-State Wealth Advisors and Financial Times 400 Top Advisors are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component.