Since 1983, Scott has been utilizing his financial expertise by designing and implementing comprehensive asset management strategies that help accumulate, protect and transfer wealth for affluent individuals and their families, business owners and corporations. Scott believes his conscientious attention to detail provides his clients a level of service that helps meet even the most demanding investor’s expectations.
Scott is part of RBC Wealth Management’s Portfolio Focus® program, which is a customized asset management service for clients who expect expertise and personalized service levels. Only a select group of RBC Wealth Management Financial Advisors have the knowledge and expertise required to serve as Portfolio Focus Managers. As a member of the Portfolio Focus program with RBC Wealth Management, Scott manages client portfolios with total discretionary authority.
Scott joined RBC Wealth Management in 2002. He has passed the Series 7, 63, and 65 exams. He is also registered with the National Futures Association and is a licensed insurance agent for life & disability insurance and fixed & variable annuities.
Originally from Miami Beach, Los Angeles has been his home for over 40 years and he currently resides in Pacific Palisades.
Whether Scott is focusing on helping you accumulate assets through his discretionary client portfolio management services, or collaborating with a team of specialists that help identify strategies designed to protect and transfer your wealth, he remains steadfast in his commitment to serving your needs. His consulting process revolves around you and changes as your needs and objectives evolve over time.