Scott joined RBC Wealth Management in June 2021, after many years with Merrill Lynch Wealth Management. Serving as the senior managing partner and team strategist, he is responsible for our high-net-worth and corporate relationships. Scott’s focus is on managing personal investment portfolios designed primarily to achieve the financial objectives of our clients, and secondarily to create a legacy for their families.

Listening to our clients’ stories and understanding how they acquired their wealth is an important first step as is learning what’s most important to them and their families. In addition to being a senior portfolio manager in the firm’s Portfolio Focus program, Scott holds the CERTIFIED FINANCIAL PLANNER™ professional designation from the Certified Financial Planner Board of Standards, Inc., the Certified Plan Fiduciary Advisor (CPFA™) designation from the National Association of Plan Advisors and the Chartered Retirement Planning Counselor (CRPC®) professional designation.

Scott has lived in the Annapolis area most of his life where he and his wife, Mary, raised their four children. He enjoys boating, surfing, paddle boarding, classic cars, concerts, golf and watching college football, particularly Virginia Tech.