Scott studied at California Polytechnic State University in San Luis Obispo earning a Bachelor of Science in 2001. He earned his CERTIFIED FINANCIAL PLANNERTM designation May of 2006 and has integrated these comprehensive skills into his practice for the benefit of his clients. Scott uses his global balanced management style to guide his clients through market cycle. Prior to his time as an independent advisor with MCWM, he was a financial advisor with Morgan Staley & UBS for 19 years. He has obtained his Series 7, 66, and 31 registrations and is a licensed life insurance agent. Outside of work Scott has served on several boards including Chartwell School, Monterey Flyers, and The Knights of Columbus.
Registered States: AK, AL, CA, CO, FL, HI, MI, MO, NC, NJ, NV, NY, SC, TX, VA, WA