Scott grew up in New England and is well-traveled, visiting 45 countries. He has a Bachelor of Science in Business Administration, concentration in Finance, a minor in Economics from the University of Vermont, and a Master of Science in Administrative Studies, Financial Economics from Boston University. Scott is a retired and highly decorated U.S. Military Officer with multiple combat deployments supporting both Desert Storm and Operation Enduring Freedom campaigns.
An active CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and Accredited Investment Fiduciary® (AIF®). Scott also is a dynamic and effective Arbitrator for FINRA®.
Scott began his financial services career in 1998 with over twenty-three years working alongside clients as an award-winning advisor and first-class executive. He led, coached, and managed advisors for one of the world’s largest asset managers, Fidelity Investments.
In 2020, Scott decided to promote his vast experience independently to eliminate corporate product and channel influences. In doing so, the advisor keeps the client’s best interest in mind by selecting only the “best” fiduciary solutions.
He founded Echelon Private Wealth Management LLC in 2020 as a firm that specializes in providing financial strategies and superior service to high-net-worth individuals. He believes in providing personalized, objective, and honest advice tailored to each individual’s needs and goals.
Scott lives in Scottsdale, AZ, with his wife, Heather, and three children. Along with his passion for his profession, living a more abundant life means taking the time to travel as a family and creating memories. He also enjoys competing in Brazilian Jiu-Jitsu competitions and is an avid Boston sports fan.
“Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.”