A founding partner of Coastal Oak Wealth Advisors, Scott has spent 13+ years of his career helping families, individuals, and other professionals in the industry pursue their investment goals and better their financial livelihoods. Scott works with High-Net-Worth families, business owners, institutions, and executives to help simplify their complex financial lives and achieve their goals.
Prior to starting Coastal Oak, Scott spent over a decade as a financial advisor and managing director in the asset management and financial services industry. He attended Wake Forest University, where he earned a bachelor’s degree and was a defensive captain for Wake’s football team during his junior and senior seasons.
As a Jacksonville, FL native, and a graduate of The Bolles School, Scott is heavily committed to making a difference in his hometown. He and his wife, Kat reside in St. Johns County with their children. Scott enjoys supporting his alma mater’s sports teams, being involved with his church, spending time with his family, exercising, hunting and fishing whenever he can.
