Scott is an accomplished professional in the financial services industry, specializing in retirement planning, investment management, and client services. With a career that commenced in 2014, he has gained valuable experience and established a solid reputation for his expertise.
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Scott's journey began at Merrill Lynch, where he joined the corporate Retirement and Stock Plan division. There, he assisted participants and employees from a variety of Fortune 500 companies in navigating the intricacies of employer-sponsored retirement plans. His ability to communicate complex concepts effectively earned him recognition as a trusted resource amongst his peers and within the industry.
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In 2016, Scott transitioned to the Global Wealth and Investment Management division of Merrill, situated in the heart of New York City's Rockefeller Center. It was during this time that his passion for serving affluent individuals and high-net-worth families flourished. Scott provided personalized investment account structures, research, trade assistance, and advice tailored to meet the unique needs of his esteemed clientele.
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When he's not immersed in his professional pursuits, Scott finds fulfillment in his personal life. He resides in central New Jersey with his wife, daughter, son, and two Siberian Husky dogs. During his leisure time, he enjoys engaging in sports and car-related activities, fostering connections with his family and friends.
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With his extensive experience, commitment to client satisfaction, and genuine enthusiasm for the industry, Scott continues to make a positive impact in the financial services sector. As the BWA Chief Operating Officer, he brings his wealth of knowledge to drive operational efficiency and contribute to the growth and success of his organization.
