25
Years
Total Experience
Education:
Bachelor of Science in Information Processing from Boston College and graduate of Boston University’s CFP® program.
As a seasoned and highly credentialed financial advisor, Scott takes great care in helping families navigate the complexities of their financial lives. Drawing upon an extensive background in financial planning that spans tax, retirement, and estate planning, as well as investment, asset, and risk management, he works primarily with families in or approaching retirement. In recent years Scott has also specialized in assisting women going through divorce, providing financial education and analysis essential for sound decision-making.
Scott is a Certified Financial Planner (CFP®) and Certified Divorce Financial Analyst (CDFA®), as well as a Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Chartered Advisor in Philanthropy (CAP®), designations granted by the American College of Financial Services.