ADVISOR BIO

Scott Lee Rockwell is an investment advisor representative with Morgan Stanley. Scott has been in the industry since January 2002, and has been associated with Morgan Stanley since June 2009. Scott has a series 63, 65 and 7 license. In addition to the series 7, Scott has also passed the series 31 and SIE exams. Scott provides asset allocation advice, financial planning, pension consulting, and educational seminars to clients. Scott is registered with the state of Florida and 31 other states and territories.

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ADVISOR BIO

Scott Fitzsimmons is a financial advisor with Cetera Investment Advisers LLC. Scott has been in the industry since 1993. Scott has a Series 6, Series 7, and Series 63 licenses. Scott has experience with both individual and business portfolio management and financial planning. Scott also specializes in pension consulting and has experience with educational seminars. Scott is registered in Florida and several other states. Scott is also affiliated with Summit Brokerage Services, Inc., LPL Financial Corporation, Great Western Financial Securities Corporation, Paine Webber Incorporated, and Glenfed Brokerage Services.

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ADVISOR BIO

Scott Penrod is a registered representative with J.p. Morgan Securities LLC. Scott has over 19 years of experience in the financial services industry. Scott is registered with the state of Florida. Scott specializes in working with individuals, businesses, high-net-worth individuals, charitable organizations, insurance companies, pension and profit sharing plans, and corporations. Scott offers financial planning, portfolio management, selection of other advisors, and pension consulting services.

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ADVISOR BIO

Scott Gregory Strain is a financial advisor with over 23 years of experience in the financial services industry. Scott is currently registered with Morgan Stanley, and is licensed to provide investment advice in Florida. Previously, Scott has held positions at E*TRADE SECURITIES LLC, BROWNCO, LLC, and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Scott has passed the Series 7, Series 63, and SIE exams. Scott specializes in providing a range of financial services to individuals and businesses.

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ADVISOR BIO

Scott Vincent Richter is a financial advisor associated with Wells Fargo Clearing Services, LLC. Scott has been in the financial industry for over 25 years, with prior experience at Sterling Financial Investment Group, Inc. and Joseph Charles & Assoc., Inc. Scott holds multiple licenses including Series 7, 9, 10, 63, and 65. Scott's specialties include financial planning, portfolio management, and pension consulting. Scott serves a wide variety of clients including high-net-worth individuals, corporations, pension plans, charitable organizations, and insurance companies.

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ADVISOR BIO

Scott David Shrader is a financial professional with over 20 years of experience in the industry. Scott is a Certified Financial Planner™ professional and is currently registered with Avantax Advisory Services in Palm Beach Gardens, Florida. Scott's areas of expertise include financial planning, pension consulting, and portfolio management for individuals and businesses. Scott also provides educational seminars and solicits referral services to third-party investment managers.

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ADVISOR BIO

Scott Edward Seltzer is a financial advisor with Wells Fargo Clearing Services, LLC. Scott has been in the industry since 1996 and has a Series 3, Series 7, and Series 63 license. Scott also holds a Series 65 license, which allows him to provide investment advice. Scott has worked at several firms, including J.P. Morgan Securities LLC, Morgan Stanley, UBS Financial Services Inc., Ryan, Beck & Co., LLC., Gruntal & Co., L.L.C., CIBC World Markets, Dean Witter Reynolds Inc., and Smith Barney Inc. Scott has been registered with the state of Texas since 2022 and the state of Florida since 2022. Scott has a strong track record of providing financial advice to a wide range of clients.

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ADVISOR BIO

Scott Heyer is a financial advisor with Morgan Stanley, with over 30 years of experience in the financial services industry. Scott has a wide range of experience and has held registrations with several firms in the past including UBS Financial Services Inc., Davis Distributors, LLC, Alliance Fund Distributors, Inc., Van Kampen American Capital Distributors, Inc., and New England Securities. Scott is registered with the state of Florida, Texas and has also been approved to conduct business in 28 other states. Scott holds Series 6, 7, 63 and 66 securities licenses, and the SIE. Scott has demonstrated a commitment to providing personalized financial advice and portfolio management services to individual and institutional clients.

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ADVISOR BIO

Scott Doyno is a financial advisor with Edward Jones. Scott has been in the industry since September 12, 2018. Scott is registered in 19 states and holds licenses for Series 66, SIE, and Series 7. Scott provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.

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ADVISOR BIO

Scott Conroy is a financial advisor with Wells Fargo Clearing Services, LLC. Scott has over 20 years of experience in the financial services industry. Scott is registered with the Securities and Exchange Commission and is a member of the Financial Industry Regulatory Authority (FINRA). Scott's specializations include Fixed Income, Mutual Funds, Variable Annuities, Stocks, and Options. Scott is committed to providing his clients with personalized financial advice and services.

SPECIALIZATIONS