Designations and Licenses

Scott is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

Scott provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Scott was a private client advisor at J.P. Morgan Wealth Management, where he partnered with clients to deliver personalized, goals-based financial planning. Before that, he was a financial advisor at UBS and a financial consultant at AXA Advisors.

Scott holds a bachelor’s degree in finance, insurance and business law from Virginia Tech.

Personal Interests

Away from the office, Scott enjoys golfing, playing music, traveling with his wife and spending time with family.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.