Our Firm

Our interest is you, our valued client. It is our goal to walk you through all facets of your financial life and offer the conviction that “we've got your back”.

At Great Scott, we take a comprehensive, one-on-one approach to financial planning. Our personalized process focuses on identifying your goals in achieving a level of financial security that will sustain you and your family comfortably throughout your lifetime. Our commitment to you is to provide a uniquely designed financial plan accompanied by outstanding client service to maintain a long-term relationship.

Check out the background of these investment professionals on FINRA’s BrokerCheck. 

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Scott Seymour

President
Investment Representative

Scott makes his home in Hellertown, PA with his wife, Kasie, and their two daughters, Olivia and Arline.

He is a financial professional who founded Great Scott Financial in 1998 to serve as the corporate infrastructure for a first-class boutique financial services firm.  Since the firm’s founding, Scott has been honored with the privilege to provide service to clients in 32 states with regards to investments, education funding strategies, and estate and retirement planning.

Scott holds his General Securities Representative (Series 7) and Uniform Combined State Law (Series 66) registrations. He obtained his General Securities Principal Registration (Series 24) in 2005 and his Municipal Fund Securities Principal Registration (Series 51) in 2008. Scott completed Personal Financial Planning courses at Moravian College in 2007-2008 with accredited courses encompassing investment planning, estate planning, financial planning, retirement planning, employee benefits, and income tax planning.

A graduate of Moravian College, Scott holds a B.S. in Biology and Chemistry. He entered the sales and marketing industry in 1995 and worked for several companies in outside business-to-business sales.

Check out the background of this investment professional on FINRA’s BrokerCheck.

Process


At Great Scott Financial Services, you are the focal point of the financial planning process.  We take the time to talk about the things that are important to you, identifying your financial goals along the way, and design a plan to help you accomplish your objectives.

We specialize in the delivery of the fundamental services that support the achievement of your goals, including investment strategies, estate planning, insurance analysis, and tax management.  Depending upon your unique requirements, your custom financial plan may integrate the use of mutual funds, closed-end funds, ETFs, individual stocks, annuities, and short and long-term insurance products.

We proudly offer our clients the choice of two service approaches:

  • A commission-based approach, in which compensation is based upon the transacted security product, or
  • A fee-based approach, in which a monthly fee is charged based on the assets under management within a managed account. 

Regular account reviews are critical to assess the performance of your financial plan, address life-changing events, and make any necessary adjustments.

We recommend, at a minimum, an annual discussion to reevaluate your risk tolerance and examine market conditions as a continuation of our focus on providing you with appropriate financial solutions to help your long-term objectives.

 

 

To schedule a video conference, call us at 610-625-2777 to arrange a meeting.
We can also arrange a video conference through GoToMeeting during normal business hours.

Your Team

Check out the background of these investment professionals on FINRA’s BrokerCheck.

Dawn Tobin

Paraplanner

Linda Beidleman

Client Relationship Manager

Jason Doughtry

Research Analyst / Trading Associate

Jonathan Kerstetter

Client Relationship Manager

Alliances

 
As part of the Partners Financial Group (PFG) family, based in State College, Pennsylvania, we are associated with a committed network of financial advisors from around the country with a strong focus on service and long-term relationships. For more than 50 years PFG has assisted financial advisors in designing and implementing comprehensive wealth and security strategies to help their clients accumulate, protect, and transfer wealth. PFG operates as a true producer group, which provides a collaborative environment for financial advisors to grow their businesses and increase their knowledge through mentoring partnerships and peer groups. PFG remains a leader within the financial services industry. With PFG, we continue to innovate and lead even in challenging markets. 
 
 
 
Vicus Capital (formerly PFG Financial Advisors) is the Registered Investment Advisor through which Scott Seymour is registered as an investment advisor representative. Vicus Capital has helped Great Scott Financial be on the forefront of the financial services industry through the establishment of programs such as the open architecture Elite Advisory Services asset management account, and the eMoney Financial Planning platform. Through eMoney, our clients can access their net worth and cash flow statements online as well as access a variety of other financial planning reports.
 
 





Scott Seymour is registered through Cetera Advisor Networks, an Independent Broker Dealer (member FINRA/SIPC). Cetera Advisor Networks provides our firm with our back office support and supervises our securities related business.  Scott is not an employee of Cetera Advisor Networks.

Cetera Advisor Networks LLC is an independent broker-dealer and registered investment adviser firm that utilizes a unique regional director model to support financial advisors through the entire life cycle of their business.  Cetera Advisor Networks is able to build and support regional teams through local service, regional offices and a national home office, facilitating the success of its approximately 3,000 financial professionals.

Cetera Advisor Networks, a part of Cetera Financial Group, Inc., is a member of the Securities Investor Protection Corporation (SIPC) and a member of the Financial Industry Regulatory Authority (FINRA).  For more information, visit www.ceteraadvisornetworks.com.

Our commitment to independence means searching for the finest products in the marketplace that meet the diverse needs of individual investors. We are never under any pressure to “push” one type of investment product.

Client Center

GREAT SCOTT VIEW

  • Consolidated snapshot of your finances
  • Secure document storage (wills, trust agreements, etc.)
  • Offers you the ability to link checking, savings, 401(k), credit cards, mortgage, etc.
  • Take control of your finances with access to budgeting and spending tools

Sign into Great Scott View

 

FIDELITY ADVISORY CLIENT LOGIN

  • Fidelity account access
  • View account activity and monthly statements
  • Go “paperless” by registering for electronic delivery of prospectuses, tax documents, trade confirmations, and Proxy/shareholder communications

Sign into Fidelity Advisory Client Login

 

BLACK DIAMOND PERFORMANCE REPORTING LOGIN

  • View Fidelity Advisory Account performance reports

Sign into Black Diamond Performance Reporting

 

NetXINVESTOR LOGIN 

  • Access your Pershing account history, activity, statements, reports, trade confirms, client notifications, tax documents, prospectuses, and shareholder communications
  • Go “paperless” by registering online

Sign into NetXInvestor client

 

Our staff is available for login assistance and to answer any questions you may have. 
Please contact us.

Contact

Address

3101 Emrick Boulevard, Suite 317
Bethlehem, PA 18020

Email

sseymour@greatscottfinancial.com

Phone

610-625-2777

Toll Free Number

800-844-1183

Fax

908-325-0085