Scott works closely with clients, as well as Denis and Davor, to create and implement custom, research-based solutions and guidance according to clients’ specific investment goals. He also helps develop tailored, comprehensive insurance strategies for families and keeps clients informed and current regarding investment options, guidelines and regulations.
- Coordinates a customized, client-driven financial planning process according to direction provided by the team’s wealth advisors
- Contacts clients regarding account updates, emerging financial trends, and market outlook
- Assists corporate clients and their employees with ongoing servicing and oversight of retirement plans
- Bachelor’s degree in economics and business administration, Louisiana State University