ADVISOR BIO

Scott Clements is a financial advisor with Cavu Wealth Management. Scott has been working in the financial industry since 2008 and is registered in California. Scott has experience working with both individuals and businesses. Scott is also a certified financial planner. Scott's experience and knowledge of the financial industry make him a valuable resource for clients looking for financial advice.

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ADVISOR BIO

Scott Preston Yang is a financial advisor with over 20 years of experience in the industry. Scott is currently registered with Allworth Financial, LP, and is a Certified Financial Planner. Scott has also worked at SunAmerica Securities, Inc. and InterFirst Capital Corporation. Scott's experience and expertise make Scott a valuable resource for individuals and families seeking financial advice.

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ADVISOR BIO

Scott Alan Zardenetta is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Scott has been in the financial services industry for over 10 years. He is a Series 7, 63, and 66 licensed professional and has previously worked with Northwestern Mutual Investment Services, LLC and Tom Stewart In Sol Inc. Scott specializes in providing investment advice and portfolio management services for both individuals and businesses.

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ADVISOR BIO

Scott Craig Burack is a financial advisor with Baker Tilly Wealth Management, LLC. Scott has been in the financial services industry since 2000. Scott has a Series 7 and Series 66 securities licenses and a Certified Financial Planner designation. Scott has experience working with individuals, high-net-worth individuals, businesses, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Scott's firm provides investment consulting, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.

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ADVISOR BIO

Scott Brian Austin is a financial advisor with Morgan Stanley, and has over 30 years of experience in the industry. Scott Brian Austin is registered to provide investment advice and brokerage services in 29 states and holds the Series 7, Series 31, Series 63, and Series 65 licenses.

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ADVISOR BIO

Scott Gregory Shepherd is a registered representative with Morgan Stanley. Scott has been in the industry since 1982 and has held prior registrations with UBS Financial Services Inc. and Morgan Stanley & Co. Incorporated. Scott holds a Series 63, Series 5, Series 7 and SIE licenses and is registered with the state of California. Scott focuses on portfolio management for individuals and investment companies.

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ADVISOR BIO

Scott Gilbert is a financial advisor who has been in the industry since 2009. Scott is currently registered with Osaic Wealth, Inc. and holds licenses to provide investment advice in several states. Scott has previously worked with firms such as Woodbury Financial Services, Inc., Purshe Kaplan Sterling Investments, New England Securities and MML Investors Services, LLC. Scott has a strong background in various financial products and holds the Series 6, Series 63, Series 65, Series 99TO, and SIE exams. Scott specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.

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ADVISOR BIO

Scott Marshall Shagrin is an investment advisor representative with Beverly Hills Private Wealth, LLC. Scott has over 30 years of experience in the financial industry and holds a Series 7, Series 63, and Series 65 license. Scott is a Certified Financial Planner and specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Scott has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., and Lehman Brothers Inc.

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ADVISOR BIO

Scott William O'Brien is an investment advisor representative for Worthpointe and Constitution Wealth LLC. Scott O'Brien is a Certified Financial Planner who has been in the industry since 2007. Scott O'Brien holds Series 66 and Series 7 licenses. Scott O'Brien has been registered with the state of Texas since 2012. Scott O'Brien specializes in investment advisory services for high-net-worth individuals, corporations, and other businesses. Scott O'Brien offers financial planning, portfolio management for individuals, and selection of other advisors. Scott O'Brien is currently employed by Worthpointe and Constitution Wealth LLC.

SPECIALIZATIONS

ADVISOR BIO

Scott Macgregor Denniston is a registered investment advisor representative. Scott has been in the industry since 1983 and is currently registered with RBC Capital Markets, LLC. Scott has prior experience with Wachovia Securities, LLC, Prudential Securities Incorporated, First Union Securities, Inc., and Sutro & Co. Incorporated. Scott has a current Series 7, Series 63, and Series 65 license. Scott has a total of 22 approved SRO registrations, 1 approved FINRA registration, and 24 approved state registrations. Scott's area of specialization includes individuals, high net worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, pooled investment vehicles, insurance companies, banking or thrift institutions, and state or municipal government entities. Scott is currently licensed in Alabama, Arizona, California, Colorado, Connecticut, Florida, Idaho, Illinois, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Montana, Nevada, New Mexico, New York, Ohio, Oregon, Tennessee, Texas, Utah, and Washington.

SPECIALIZATIONS