Stock Options and Equity Compensation
Pre- and Post-Liquidity Planning
Youth sports coach; Hanover SNAP coach
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.
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.