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.