Scott Morrison

Associate Wealth Advisor

Boca Raton, FL
FOCUS AREAS

Executives
Professionals
Athletes
Retirees

CLIENT SPECIALTY

Investment Strategies
Multi-Generational Planning
Estate Planning
Career Phase Strategies for Athletes

RECOGNITIONS

Financial Planner of the Year 2020

Scott is an Associate Wealth Advisor at The Colony Group, working with a team of wealth advisors to provide wealth management, investment management, financial planning, and estate planning to their high net worth and ultra-high net worth individuals and families. His passion for working with clients to achieve their financial goals while looking through a planning lens is what led him to private wealth management.

Prior to joining The Colony Group, Scott worked for First Republic Private Wealth Management in their estate and business planning division. During his time at First Republic, Scott worked on analyzing and developing complex estate planning strategies and financial planning for the firms largest clients.

Scott earned his Bachelor’s degree from Fairleigh Dickinson University in Teaneck, New Jersey and his Master’s degree from Lynn University in Boca Raton, Florida. He is also a candidate to obtain his CFP® designation through the University of Miami.

Outside of work, Scott loves to spend time with his wife and son, playing golf, and travel. He is also an avid New York sports fan – Mets, Jets, Rangers, and Knicks.