Scott brings with him 13 years of experience in leading individuals from the initial stages of financial planning and plan implementation to a happy retirement. He is registered and licensed to offer access to mutual funds, variable annuities, life insurance and property insurance.
Scott, who joined the Wealth Advisory Services team in June as Vice President, works with his clients to identify their financial goals, and then constructs very client-specific plans to assist them in working toward achieving the financial outcomes they thought they could only dream of. He takes pride in his ability to give his clients highly personalized service and independent advice.
Prior to working for Wealth Advisory Services, Scott worked for companies such as Travelers, Prudential Securities and Smith Barney, where his roles included Financial Advisor and Financial Planning Specialist. While working for these companies his main responsibilities included creating, implementing, and monitoring financial plans for clients.
Scott lives in Doylestown and has four children— two boys and two girls.