Committed to you

Scott is dedicated to helping clients achieve their investment goals by providing personal attention and quality services. Scott provides cost-efficient portfolio strategies, customized wealth management services and ongoing discussions that earn clients’ confidence while helping them achieve their goals. Working with clients to help develop sound investment plans based on long-term goals and risk tolerance level is his specialty. Scott started his career in 1985 with EF Hutton and before joining RBC Wealth Management, worked at Wells Fargo Advisors for 23 years. He has a Bachelor of Science degree in accounting and finance and has always been interested in the financial industry. Scott and his wife, Liz, live in Manlius, New York, and have three boys. For 16 years, he organized a charity golf tournament for an organization specializing in providing services to individuals with developmental disabilities. During that time, he helped them raise over $1 million dollars. Scott loves to play golf, and he also loves giving back to the community.