Scott Stevens, ChFC®, AEP®, RICP®
President | Financial Planner
As President and Financial Planner, Scott specializes in helping clients bring all pieces of their financial lives together. He works at the executive level to set wealth management strategy, provide advice and guidance to clients and design strategies based on client needs. He believes in thorough financial education and works to help clients understand and gain confidence in all aspects of their wealth management plans so they are better able to work towards their goals.
Scott and his wife Stephanie are the proud parents of two girls, Ava and Cora. Outside of the office, Scott enjoys coaching and playing soccer, the outdoors, skiing and travel. The family enjoys spending time in Algonquin Provincial Park, a slice of wilderness dotted with 2,500 lakes and only accessible by canoe. Getting away from the city, unplugging from daily life and experiencing the full beauty of nature, resplendent in its isolation, is a wonderful way to recharge. Qualifications:
FINRA Series 6: Investment Company and Variable Contracts Products Representative Examination
FINRA Series 7: General Securities Representative Examination
FINRA Series 26: Investment Company and Variable Contracts Products Principal Examination
FINRA Series 63: Uniform Securities State Law Examination
FINRA Series 65: NASSA Investment Advisors Law Examination *Held with Private Advisor Group
The Series 6, 7, 26, 63 are held through LPL Financial.