Scott Brockman

Scott brings over 25 years of experience in the financial services industry, specializing in retirement and investment planning. As a fiduciary advisor, he partners with individuals and families to navigate the complexities of building wealth, managing risk, and planning for the future. With expertise spanning equity trading, institutional sales, and advisory services, Scott provides clients with disciplined strategies designed to achieve lasting financial confidence.

His passion for investing began early, shaped by both the opportunities and challenges of the markets. After earning his degree in Finance and Insurance from the University of Hartford, Scott launched his career as a Financial Advisor with Prudential Securities in New York City, where he saw firsthand the value of strong relationships and thoughtful guidance. He went on to spend a decade as a proprietary equity trader, mastering the realities of bull and bear markets, before advancing his career in Institutional Equity Sales at William O’Neill + Co. and Zacks Investment Research. Each role strengthened his belief that long-term success comes from clarity, patience, and always putting clients first.

Scott lives in Natick, Massachusetts, with his wife and two daughters. Outside the office, he enjoys skiing in Vermont, relaxing at the beach with family and friends, and cheering on his favorite local sports teams.