Scott analyzes and develops personal investment strategies and investment menus for company-sponsored retirement plans. Additionally, he helps develop personal investment strategies for individual clients. He has a strong background in investment area including knowledge of retirement plan investment platforms and modern portfolio theory.
EDUCATION
B.A., Finance, Minor in Interpersonal Communication, Ohio University
DESIGNATIONS / LICENSES
- FINRA series 6
- FINRA series 7
- FINRA series 63
Interesting Facts
About Scott
About Scott
