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Scott Crosby, CFP® Vice President, BBF Wealth Manager, RJFS

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 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.

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

Originally from the Wilmington area, Scott attended Concord High School (CHS) where he played 4 years of varsity soccer and was a 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, going toa variety of concerts and spending time with family, friends, and his adorable Mini Bernadoodle Chance.

 

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Raymond James is not affiliated with the above organizations and/or charitable causes.