Education first is Scotty’s goal when helping clients and their families develop a well-thought-out financial strategy for retirement.
Scotty has always had a passion for helping people, especially when it comes to taking control of their financial life. Before joining Echelon, he worked in banking but felt limited in his ability to help the people he served. Wanting to learn more about the world of financial planning, he transitioned industries to focus on his education goal first.
“I truly value educating people about their options and how to ensure their finances are working efficiently for them and their family,” he says.
Scotty is a financial professional who can offer investment and insurance products and services. He has passed the Series 65 securities exam and holds life, health and annuity insurance licenses. He graduated from the University of Massachusetts Dartmouth with a bachelor’s degree in finance.
Scotty and his wife, Michele, live in Acushnet, Massachusetts, with their daughter, Camila Rose. Outside the office, Scotty enjoys spending time with family and friends, cooking, golfing and watching New England sports.