Scott Feinman entered the securities industry in 1982 as a Financial Advisor with Dean Witter (now Morgan Stanley) in Philadelphia, PA. In 1995, Scott moved his practice from Dean Witter in Wilmington, DE to Alex Brown to manage private client investment portfolios on a discretionary basis. In 1998, he became affiliated with Tucker Anthony (now RBC Wealth Management) in Wilmington, DE as a Senior Vice President - Financial Advisor and Senior Portfolio Manager.
Working closely with a skilled team of RBC Wealth Management financial professionals, Scott has built a successful investment consulting and Wealth Management practice to help meet the diverse needs of higher net worth clients and retirement plans. In 2004, he earned the firm's internal designation of Accredited Wealth Manager (AWM)through an education program sponsored by RBC Wealth Management and Michigan State University. This program is designed to provide Financial Advisors with cutting-edge strategies and training on the firm's wealth management process.
In 2011, Scott earned the Accredited Investment Fiduciary designation. The Accredited Investment Fiduciary® (AIF)designation represents a thorough knowledge of and ability to apply the Global Fiduciary Standard of Excellence. AIF® designees have a reputation in the industry as being well positioned to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures.
Since joining RBC Wealth Management, he has been a member of the firm's Chairman's Council, which represents our top 5% Financial Advisors. At RBC Wealth Management, Scott actively participates in defining and shaping the services and structure of RBC Wealth Management's various investment advisory programs.
Scott earned his degree in economics from Dickinson College and holds Series 7, 63 and 65 licenses. He lives in Chadds Ford, PA with his wife, Andrea.