Scott actively assists his clients to help them reach their financial goals. With over 30 years of financial services experience and collaborative work with accountants and attorneys, Scott has the knowledge necessary to provide quality advice in the best interest of his clients and focuses on establishing trust through dedicated service and building meaningful client relationships.
Scott holds his Series 7, 24, 63 and 65 Securities licenses, which in addition to his years of experience, provide him with the expertise and guidance required to operate a successful business while maintaining perspective, exceptional knowledge and skill in financial services. Scott has clients in Tennessee and New York, as well as many other states across the country, as clients have relocated and choose to maintain a relationship.
Before entering the financial services industry, Scott served in the armed forces as a personnel administrator in the United States Navy. He currently serves on the Advisor Council for NEXT Financial Group, Inc.
Scott is a Certified Financial Fiduciary. He resides in Franklin, Tennessee with his wife Connie. They have two grown children and three granddaughters.