Scott began his career as a financial advisor in 2006 with Edward Jones Investments. In 2012, he transitioned to independence to better serve individuals and small businesses with personalized, client-focused advice. In 2013, he completed the CFP® coursework and successfully passed the CFP® examination, further demonstrating his commitment to professional excellence.
Since its founding, SGI Wealth Management has continued to grow and now includes six independent advisors and support staff dedicated to serving clients with personalized guidance.
Scott specializes in holistic financial planning and retirement strategy, working primarily with clients who are within five years of retirement and seeking clarity and confidence as they approach this important milestone.
Community involvement remains central to Scott’s mission. He has been an active member of the Collingswood Rotary Club since 2007, serving in multiple leadership roles, including President in both 2012 and 2017. In 2017, he established a partnership with the Rutgers School of Business–Camden, providing students with hands-on experience in wealth management, and has served as a guest speaker and panelist at the university.
Scott is also active in the Voorhees Business Association, Jewish Business Network, and the Bond Club of Philadelphia. Through SGI Wealth Management, he proudly supports several local organizations, including Willowdale Swim Club, NAWBO, and Atlantic City Football Club.
A native of Linwood, New Jersey, Scott now resides near his office in Cherry Hill, NJ, with his wife, daughter, and son. Outside of work, he enjoys sailing, biking, and traveling.