Scott started his financial services career with Shearson Lehman Brothers in 1985 as a financial advisor and continued with its successor firm Morgan Stanley/Smith Barney until joining UBS in 2009. Scott focuses his business on wealth management, retirement planning, estate planning as well as Exit Planning Strategies for business owners. Scott is a Certified Exit Planning Advisor (CEPA ®). The focus of which, is to help business owners achieve better outcomes as they transition to other life goals.
He received his B.S. degree from Syracuse University with a major in Marketing – Syracuse University School of Management. Scott is active in several community organizations, the Tip Club of Syracuse, Fayetteville United Methodist Church and the Rotary Club of DeWitt. In addition, Scott mentors finance students at the Whitman School, Syracuse University where he is Past President of the CNY Alumni Association. Scott also mentors Veterans through an Alliance with American Corporate Partners (ACP) He enjoys golfing, fishing and hiking in his spare time.
Scott lives in Fayetteville with his wife Jackie and has 2 sons (Richard and Christopher), Rich is currently working at UBS in our Weehawken, NJ office and intends to join The Syracuse Group as a financial advisor in the coming months.
Registered States:
AZ, CA, CO, CT, DC, FL, GA, IL, IN, MA, MD, ME, MI, MO, MT, NC, NE, NH, NJ, NV, NY, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI