My Experience
Scott began his investment industry career in 1995 and joined Stifel in 2010. Prior to Stifel, he served as a financial advisor with firms including Citigroup Global Markets and Morgan Stanley. Scott earned a B.S. in Geological Sciences from the University of California – Santa Barbara. He also attained the Certified Financial Planner™ (CFP®) certification and holds Series 7, 31, 63, and 65 securities licenses, as well as life, health, and variable insurance (including annuities). Active in the community, Scott is a member of the UCSB Alumni Association and the Sigma Chi Fraternity. His wife, Tonya, is a professional mom to their three children, Ryan (21), a senior at UCLA, Madison (19), a sophomore at UCLA, and Adam (16), a junior in high school. Scott and his family enjoy fishing, hunting, golf, and playing with their hunting dog, Bear. |
