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Assistant:
Adina Lewis
Phone: 305.960.2350
As Director of Florida Sales and Marketing,
Scott is responsible for designing, implementing and attaining Wescott’s
Wealth Management and Sub-Advisory marketing and sales objectives for
the Florida Region. Working along with other members of Wescott’s
Leadership, Client Services, Operations and Administrative teams, Scott
plays a central role in defining Wescott’s Florida business development
goals and strategies, identifying, cultivating and maintaining core
Centers of Influence and lead sources, meeting with prospective clients
and facilitating the implementation of our Florida client wealth management
strategies and services.
Prior
to joining Wescott, Scott accumulated more than 22 years of Trust and
Investment experience working with such organizations as SunTrust, NationsBank,
BankBoston, Gibraltar Private Bank & Trust and most recently, Coconut
Grove Bank. During his 10+ years at Gibraltar, Scott served as the organization’s
Senior Vice President/Chief Investment Officer and helped to start a de
novo Wealth Management Group in Miami where he managed investment portfolios,
trusts and tax-deferred accounts for select institutional, endowment,
foundation and high net worth clients using an open architecture investment
platform developed by Wescott Financial Advisory Group LLC. In 2002 Scott
assumed a strategically important sales role as Gibraltar’s Senior
Vice President- Wealth Management Specialist working with directly with
all of the Bank’s key prospects and Centers of Influence.
In
2008 Scott joined Coconut Grove Bank as Senior Vice President-Wealth
Management Specialist/Relationship Manager. Working as part of a six-person
lift out team to start a private banking division and strengthen that
organization’s wealth management division, Scott focused his efforts
on the acquisition of new business.
Scott
received his MBA from the University of Miami, his BS from Babson College
and his National Trust School Degree from Kellogg School of Management
at Northwestern University. He is married with two children and is actively
involved in the St. Hugh Catholic Church and School where he and his
family attend.
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Wescott Financial Advisory Group LLC | Disclosure |
