As an advisor, he strives to check in with his clients regularly, crafting portfolios that suit their needs and tailoring their financial plans to keep up with the lives they live. He helps them identify their long- and short-term priorities, then aligns their investments with their lifestyles and goals. He and his team at Legacy Wealth Partners combine their 60 years of experience, following a fi
duciary standard of care to serve clients at the local level. Clients can trust Scott to help them plan for their futures. He takes a layered approach to building financial independence over a lifetime, offering customized investment portfolios, which he constructs and reviews directly. At Raymond James, Scott has access to the financial expertise and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. When clients have a question or concern, he aims to answer promptly, completely and truthfully, taking care to provide all the information they need to make informed decisions, based on realistic expectations, about their investment needs. Scott considers it his mission to guide each client so they feel confident that their financial life is in order, for themselves and everyone else in their chosen family circle. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm Legacy Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.
