Scott joined the team in 2017 following three years as a wealth manager with Capital Fiduciary Advisors. As an advisor with over 15 years of experience, he acts as his clients’ trusted resource for financial guidance and is dedicated to delivering the highest level of client service. He specializes in working with executives, foundations and endowments, and multigenerational families, customizing financial advice to address the unique goals and circumstances of each client he serves.
Scott is a member of the firm’s Advisor Council, and was also recognized in 2023 by Northern Virginia Magazine as a Top Financial Professional.*
Scott and his wife, Alex, reside in Alexandria, VA with their mini Bernedoodle, Pal, where they enjoy spending time with friends and family and playing golf.
Previous Experience
- Wealth Advisor at Capital Fiduciary Advisors, LLC
Education & Credentials
- BS, Virginia Polytechnic Institute and State University, Personal Financial Planning
- Certified Financial Planner™
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*2023 NORTHERNVIRGINIA MAGAZINE TOP FINANCIAL PROFESSIONALS IN NOVA LIST IS BASED UPON A SURVEY OF ALL NORTHERN VIRGINIA FINANCIAL PROFESSIONALS AND WAS PUBLISHED ON 8/24/2023.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
