Scott is the Partner-in-Charge of our Financial Advisory Practice. He has more than 25 years of investment consulting and financial planning experience which includes working for The Ayco Company, L.P. (a boutique financial planning firm) and Merrill Lynch (a global wealth management firm). Scott joined LGT in January 2009.
Scott’s day-to-day responsibilities include providing investment management and holistic financial planning advice. To this end, Scott works with business owners, senior-level Fortune 500 executives, professional athletes, and other high net worth individuals. Scott also serves as LGT Financial Advisors LLC’s Chief Compliance Officer, and oversees the due diligence process on the firm’s investment strategies.
Scott graduated from Duke University School of Law in 1994 and from Bucknell University in 1991. He is a licensed Certified Financial Planner (CFP®) and a Certified Plan Fiduciary Advisor (CPFA). In addition, he holds a Series 7 License (General Securities), a Series 24 License (General Principal), a Series 53 License (Municipal Securities Principal), a Series 63 License (Uniform Securities Agent State) and a Series 65 License (Uniform Investment Adviser) from the Financial Industry Regulation Authority (FINRA).