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.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
