Scott began working at Wilmington Wealth Management in April 2017 on a part-time basis while an undergraduate student at the University of Delaware’s Alfred I. Lerner College of Business & Economics. After earning his bachelor’s degree in Financial Planning and Wealth Management, he joined the practice full-time in July 2017.
Scott holds his General Securities Representative and Investment Advisor Representative (Series 7 and Series 66) licenses and along with licenses for fixed and variable annuities, disability, long-term care, and life insurance. He is a Registered Representative of Raymond James Financial Services, ICD Division.
In 2019, Scott earned his CERTIFIED FINANCIAL PLANNER® certification. As a CFP® professional, he adheres to a fiduciary standard of care on advisory accounts, placing clients’ interests first and foremost. The CFP® designation is widely regarded as the premier credential in wealth management.
A Wilmington native, Scott, attended Concord High School, where he played four years of varsity soccer and was a varsity member and senior captain of the swimming team. He now resides in the Northern Liberties neighborhood of Philadelphia.
Scott is an active member of the Society of Financial Service Professionals (SFSP) and currently serves on its board as the Young Professional Director.
He began his wealth management career with Merrill Lynch as a Global Wealth & Investment Management intern, working with the Townsend-Warren Group in Dover, Delaware.
In the summer of 2025, Scott proposed to his partner, Brie, in beautiful Croatia. In their spare time, they enjoy traveling both domestically and abroad, exploring new restaurants, attending concerts, and spending time with their two dogs; a Mini Bernedoodle named Chance and an Aussie-Corgi mix named Boots.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® in the
U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. https://www.cfp.net/
About Forbes ranking of Best-In-State Wealth Advisors 2024
The 2024 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.