Scott Davis

Experience and Education

Scott provides personalized wealth planning solutions for ultra-high-net-worth individuals, families and business owners. He designs and implements customized wealth plans with a focus on clients’ long-term objectives. He also provides integrated planning and strategies for growing and protecting wealth, including tax and estate planning, risk management and retirement planning.

Prior to joining Mariner, Scott held the senior advisor position at AdvicePeriod, where he was responsible for the client experience of some of the firm’s most complex and sophisticated families. Before that, Scott was managing director at Convergent, where he managed a multi-billion-dollar family office overseeing private equity, hedge fund and direct investments.

Scott holds a bachelor’s degree in finance from Penn State University.

Personal Interests

Away from the office, Scott enjoys volunteering for several charities, including ELS tutoring, Big Brothers Big Sisters and Junior Achievement.