Scott began his financial advisor career in 2006 with Edward Jones Investments. In January of 2012, Scott decided to leave Edward Jones Investments to begin working as an independent financial advisor, working with individuals and small businesses. To further his education and dedication to his clients, in 2013 he completed the CFP® coursework and successfully passed the examination. Scott focuses on holistic and retirement planning, specifically clients that are five years away from their retirement.
Giving back to the community and volunteering time is important to Scott. He has been an active member of the Collingswood Rotary Club since 2007, where he has held many leadership positions including being president in 2012 and 2017.
In 2017, Scott created a partnership with Rutgers School of Business - Camden, where finance and marketing students receive credits during their semester. In addition, Scott has been invited to be a guest speaker and panelist at the university, offering insight into the wealth management business as well as being a small business owner. In 2021, his community involvement increased with successfully launching a sponsorship program at Willowdale Swim Club, to help local businesses gain exposure as well as assist with raising money for the club.
Other professional organizations that Scott is involved with include the Voorhees Business Association, Jewish Business Network, Bond Club of Philadelphia, Philadelphia Counsel for Business Economics and South Jersey Financial Professionals.
SGI Wealth Management has been a proud sponsor of many local organizations, including Cherry Hill Atlantic Little League, Willowdale Swim Club, NAWBO (National Association of Woman Business Owners), Atlantic City Football Club and Wiley Mission.
Scott enjoys spending time with his family and friends in his free time. His favorite personal activities include sailing, biking, and traveling. Scott grew up in Linwood, New Jersey and now resides close to his office with his wife, daughter, and their son.