Scott began working at Bassett, Brosius, Foy & Associates in April 2017 on a part-time basis while an undergraduate student at the University of Delaware, Alfred I. Lerner College of Business & Economics. After graduating with a Bachelor’s degree in Financial Planning and Wealth Management, he joined the practice full time in July 2017.
Scott is part of the BBF Wealth Team was named one of 2024 Forbes Top Wealth Management Teams Best-In-State out of 10,100 team nominated nationwide.
Scott completed his CERTIFIED FINANCIAL PLANNER® certification in 2019, as such, he follows a fiduciary standard of care on advisory accounts, which puts client interests at the forefront above his own. The CFP designation is considered the premier designation within financial planning. Scott is general (series 7) securities licensed and has obtained his fixed and variable annuity, disability, long term care, and life insurance licenses. He is a Registered Representative of Raymond James Financial Services, ICD Division.
Originally from the Wilmington area, Scott attended Concord High School (CHS) where he played 4-years of varsity soccer and was a 4-year varsity member and senior captain, of the CHS Swim team. He now lives in the Northern Liberties neighborhood of Philadelphia.
Scott is an active member of The Society of Financial Service Professionals (SFSP). He currently serves on the board of the SFSP, as the Young Professional/Director
Scott began his wealth management career with Merrill Lynch as a Global Wealth & Investment Management Intern, working with the Townsend-Warren Group in Dover, DE.
In his spare time, Scott enjoys traveling both domestically and internationally, playing sports, cooking, going to a variety of concerts and spending time with family, friends, and partner Brie their adorable Mini Bernadoodle Chance and Ausie Corgi mix Boots.
About Forbes ranking of Best-In-State Wealth Advisors 2024
The 2024 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.
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.
Raymond James is not affiliated with the above organizations and/or charitable causes.