Scott comes to us from Boca Raton, FL with nearly 27 years of experience in the financial industry. He began his career in Scottsdale, AZ as a mutual fund wholesaler and went on to work as a district manager and vice president of Countrywide Bank. While there, he had direct oversight of 11 bank locations in the north Los Angeles area. Scott then moved to Union Bank for 11 years and was eventually relocated out east to oversee the state of Florida. He holds a Bachelor of Arts degree in elementary education from West Virginia University. He has successfully completed the SIE, Series 7, and Series 66 financial examinations
Scott moved back to Arizona with his wife Katherine in January 2023, and has been an outstanding addition to the Watermark Wealth team in his role of financial advisor. Scott's diligence, patience, and resourcefulness is a winning blend that has already made a considerable impact in the success and growth of our business.