Individualized client care defines our business philosophy. Financial advising is a craft honed by experience, and my financial experience and accounting background make me extensively qualified to advise my clients. I am a licensed CERTIFIED FINANCIAL PLANNER™ professional and Investment Advisor Representative and therefore are held to a fiduciary standard. Placing the interests of our clients first is our number one priority.
We are committed to implementing a plan that fully addresses your concerns, needs, and goals in order to help care for you and your loved ones. LPL Financial's independent advisor platform ensures that we have no proprietary products; our focus is the customer.
David E. Scott, CFP®
I am a CERTIFIED FINANCIAL PLANNER™ practitioner and have been a professional accountant since 1988; I recognize the importance of taking a holistic, bottom-up approach with each new client in regards to financial advising. When starting out with a new client, I first like to review a listing of assets, liabilities, and cash-flow so I can truly understand his or her current financial state. After detailed discussion, I design a plan that takes into account my client’s short-term and long-term goals, investment risk tolerance, estate planning needs, and risk management considerations, while applying tax-efficient strategies, tools, and techniques. LPL Financial does not provide tax advice or services. Please consult your tax advisor regarding your specific situation.