Gender Male
Scott earned his bachelor’s degree in both finance and marketing from the University of Maryland’s Smith School of Business in 1985. He started his career in 1986 offering fee-based financial plans and investment services and achieved the CERTIFIED FINANCIAL PLANNER™ certification in 1990.
In 1996, Scott founded First Reserve Retirement Services,
an independent financial services and investment firm based in Annapolis, Maryland, that specializes in developing and managing tactical, customized investment portfolios for individuals, trusts, and company retirement plans.
After an extensive search, in 1996 Scott partnered with Commonwealth Financial Network®, one of the premier broker/dealers in the U.S., to help ensure his clients receive the best array of high-quality investment choices.
In addition to being an Accredited Investment Fiduciary® (AIF®), Scott holds FINRA Series 6, 7, 24, 63 and 66 securities registrations through Commonwealth, and is life, health, variable, and LTC insurance licensed.
