As a Senior Wealth Advisor and a Principal of The Colony Group, Scott helps clients set and achieve their personal financial goals by providing individualized financial advice and service. He is a CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of experience, bringing expertise in taxation, asset allocation, and retirement planning to clients’ broad spectrum of wealth management needs.
Scott is a co-author of the book, Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind.
Prior to joining The Colony Group, he served as a Client Service Officer in the Defined Contribution Services Division of State Street Bank where he supervised a group responsible for the management and oversight of group retirement plans. Before State Street, Scott held accounting and finance positions at Bank of Boston and Investors Bank & Trust Company. He earned a Master of Science in Personal Financial Planning from Bentley College and a Bachelor of Science in Accounting from Providence College. He is a 5-time winner of the Five Star Wealth Manager Award, as published by Boston Magazine.*
In his free time, Scott enjoys spending time with his wife and their three sons. His hobbies include reading, fishing, golfing, and coaching youth sports.