MY MISSION STATEMENT
Excellence in family wealth planning for your family’s unique goals
Excellence in family wealth planning for your family’s unique goals
With more than 20 years in the financial service industry, Scott is a Senior Vice President, Portfolio Manager, Financial Advisor and Branch Manager of Morgan Stanley’s Hyannis, Massachusetts office.
Scott and his team service business owners, uniquely successful families and individual clients. By leading his clients through a disciplined process that emphasizes education, goal identification, portfolio construction and continuous communication, Scott and his team can help simplify the wealth management process. Trust, honesty and integrity are the three pillars that Scott and his team focus on in their business as well as personal lives. Scott believes that his clients deserve objective and competent guidance in the crafting, implementing and monitoring of their financial and life planning strategies.
Scott is very active in the community as a Former Trustee and Vice President of the Cape Cod Museum of Art, Former President of the Cape Cod Chapter of Ducks Unlimited, Past President of the Osterville Anglers Club, Committee Chair of the Joe Cronin Jimmy Fund Blue Fish Tournament to benefit the Dana Farber Cancer Institute, Committee Member of the Fall Classic Fishing Tournament to benefit the Genesis Fund and Chairman of the Barnstable Police K-9 Foundation.
Scott was the 2010 recipient of the 40 under 40 Award, presented by Cape & Plymouth Business magazine* which honors distinguished business people under the age of 40 who excel in their industry and show dynamic leadership in their business and community.
In his free time Scott enjoys fishing, boating, giving back to his community and spending time with his family.
BM/Supervisor; Securities Agent: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, ME, MS, NC, NH, NJ, NY, OR, PA, RI, SC, SD, TX, UT, VA, VT, WA, WI, WV; General Securities Representative; Investment Advisor Representative; Managed Futures
Your Portfolio Manager will use his/her discretion to identify an investment strategy tailored to meet your needs.
Throughout your relationship, you’ll have direct access to the investment professional managing your portfolio.
Each account can be individually customized to meet your requirements for growth, income or preservation of capital within your risk constraints.
Fees for the program are based on your account’s asset level, not on the number of transactions performed in a given time period.
Transforming Passion into Action
Do you have a passion that you'd like to transform into an actionable plan that benefits others? I, along with our partners1 across the firm, can help you:
Please contact me if you have any questions or would like to discuss ways of incorporating charitable giving into your overall wealth strategy and intergenerational planning. In the meantime, to begin to identify factors that might have shaped your attitude about charitable giving, ask yourself the following questions:
1 Gaining access to Philanthropic Services can be contingent on meeting certain criteria, including minimum $25MM total net worth, with $10MM in liquid assets.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Creating customized financial strategies for the challenges that today's families face.
This unique program offers qualifying clients a compelling collection of special offers and discounts, Morgan Stanley insights, and philanthropic ideas.
With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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