Scott graduated from Miami University with a BBA degree in Finance and now has over 30 years of experience in financial services. He is a registered representative of Ameritas Investment Company, LLC and is a resource for all investment-related business. He carries the Health, Life and AD&D, Series 7, 63, 24 and 65 registrations and the LUCTF designation.
Scott helps investors properly plan for their future by helping grow their asset base, increase income stream and controlling tax liability. His goal is to help his clients to lead the lifestyle they desire in retirement.
Scott’s practice focuses on the following:
- Individual equities
- Tax control strategies
- Retirement strategies
Scott was born in Toledo, grew up in Sylvania, and lives with his wife, Patricia, in Toledo. They have enjoyed over 37 years of marriage together and have two sons, Sam and Liam.
Phone: 419-873-8500 – EXT. 1029
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