Scott is the Assistant Manager for FB Investment Services. He has multiple years of experience in the industry. Scott has worked as a Financial Advisor, an Associate Market Manager and Complex Risk Officer for Morgan Stanley and Merrill Lynch. He has advised investment clients and other advisors as well as serving in important supervisory, compliance and risk functions.
Scott holds a Bachelor of Arts degree from San Francisco State University. He is FINRA Series 7,9,10, and 66 registered through LPL. An enthusiastic and active member of his community, Scott takes every opportunity to deepen clients' financial knowledge and bring distinct, customized solutions to his clients. Scott takes tremendous pride in providing and extremely high-touch, white-glove service model to every interaction.