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 2019 Scott achieved a trifecta of recognition for his work, being named to national lists including The Financial Times 400 Top Advisors, the Barron’s Top 1200 Advisors, and the Forbes 2019 Best-In-State Wealth 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.