Scott Friedman, CFP^®
Executive Managing Director, Partner

Scott is a CERTIFIED FINANCIAL PLANNER® professional with over 25 years of comprehensive wealth management experience. He takes a collaborative, team‑based approach that brings together cutting edge strategies in investments, investment planning, and estate strategies to help clients pursue their goals with clarity and confidence. 

He holds himself accountable for recommending strategies that align with each client’s needs, objectives, and long‑term vision. His guidance is supported by the deep experience of a broad network of specialists, along with his highly attentive service and thoughtful coordination of resources. Scott takes the time to understand the critical aspects of each client’s financial life, allowing him to assess how multiple objectives interact and the far‑reaching impact they can have on one another. His detailed discovery process helps ensure that no stone is left unturned, providing the high‑level, one‑on‑one experience he believes is essential to a successful advisory relationship.

Scott earned his Bachelor of Science in Finance from Florida State University.

Away from the office, Scott enjoys spending time with his wife, Jennifer, and their daughters, Alexis and Brittney. Together, they embrace an active lifestyle, whether it’s a day at the beach or a weekend escape, they are always on the go. On any given day, you can find Scott challenging himself in the gym or on the lacrosse field. He and his family also enjoy giving back to their local communities through charitable organizations and events, reflecting their shared commitment to service and connection to the community.