Scott is an accomplished professional in the financial services industry, specializing in retirement planning, investment management, and client services. With a career that commenced in 2014, he has gained valuable experience and established a solid reputation for his expertise.

Scott's journey began at Merrill Lynch, where he joined the corporate Retirement and Stock Plan division. There, he assisted participants and employees from a variety of Fortune 500 companies in navigating the intricacies of employer-sponsored retirement plans. His ability to communicate complex concepts effectively earned him recognition as a trusted resource amongst his peers and within the industry.

In 2016, Scott transitioned to the Global Wealth and Investment Management division of Merrill, situated in the heart of New York City's Rockefeller Center. It was during this time that his passion for serving affluent clients deepened, as he provided comprehensive financial guidance and support to high-net-worth individuals and families. His unwavering commitment to client satisfaction and his keen understanding of complex financial matters propelled him forward in his career.

In 2019, Scott took a significant step in his professional journey by joining Jason Braatz's team, where he assumed the role of Client Associate. In this position, Scott contributed meaningfully to the team's success by providing exceptional service and support to clients with substantial assets. His meticulous attention to detail and his dedication to delivering personalized solutions played a crucial role in the team's ability to exceed client expectations consistently.