Scott T. Smith, MBA, MPFP, CFP®
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Scott T. Smith


Scott, a CERTIFIED FINANCIAL PLANNER™ practitioner, has over 18 years of experience in wealth management and financial planning.  Scott joined the firm in 2001.  Previously, Scott has many years of experience counseling on 401(K) and pension issues to active and retired employees in the telecommunications and IT industry and in managing multi-million dollar capital and expense budgets.  

Scott is a native of Tappan, New York and a graduate of Manhattan College, where he received a B.S. degree in Mathematics.  Scott also holds an MBA and a Master’s of Personal Financial Planning from Georgia State University and the FINRA Series 65 license.  Scott is married to Daphne and they have three children.  Scott enjoys biking, ice hockey and traveling with his family.

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