Private Advisor, Vice President
Scott joined Rockefeller in 2020, and prior to that spent over 10 years at Merrill Lynch Wealth Management. Beginning his career during the 2008 financial crisis helped develop his knowledge around risk and diversification as it relates to comprehensive financial planning and portfolio management.
Over the years Scott has worked with individuals, families, and business owners to create customized financial plans based on individual goals. He uses a personalized approach to develop appropriate financial strategies for each relationship.
Focused on strengthening relationships through ongoing communication and identification of client needs, Scott is a lead contact for cash flow management and liquidity planning. Scott routinely tracks your progress, offers guidance and advice as situations change throughout your lifetime and as you plan for future generations.
Scott graduated from Monmouth University with a bachelor’s degree in business administration and a concentration in finance. While working he achieved the Chartered Retirement Planning Counselor (CRPC®) designation to better assist clients at they plan for their future.
Outside of the office, Scott is passionate about surfing and any associated traveling. He also enjoys snowboarding, live music, and cooking after growing up in his family bakery. He lives in Monmouth Beach, New Jersey with his wife, Taylor and their daughter.