Specialty

As a Financial Advisor, Scott offers a customized approach to investing. By utilizing a hands-on, tactical approach through Wells Fargo Advisor Private Investment Management (PIM®) program, Scott designs and oversees personalized strategies. His work as a PIM® Portfolio Manager gives his clients the advantage to know exactly who is managing their assets and how and why they are being strategically invested.

Focus

In his practice, he advises clients on investment management and liabilities as well as the investment components of estate and trust planning strategies, risk management and employee stock options. He adheres to a disciplined, quantitative process that uses financial strategies designed to drive asset allocation and hedge risk.

Background and Experience

Scott joined Wells Fargo Advisors in 2012. Prior to joining the firm, he spent close to 20 years with Merrill Lynch. He brings many years of experience working with families, individuals, business owners, corporate executives, and retirees.

Credentials

In 2002, Scott became a CERTIFIED FINANCIAL PLANNER® professional. Scott received his B. A from Bowling Green University, where he played on the 1984 NCAA Championship Hockey team.

Scott recently began working closely with fellow Financial Advisor Olivia Martin. This not only improves client experience with added availability, but they also work together to analyze market, economic and investment strategy data.

Away from the office

Scott is married with two daughter and two granddaughters. He enjoys playing golf and is a life member of Safari Club International.

 

CA Insurance License Number 0H46375. Resident State MI

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