Scott joined Clearstead in 2022. As a Senior Managing Director in the Private Client Group, Scott provides financial and estate planning as well as investment advisory services to wealthy individuals, business owners, executives and families.

Prior to joining Clearstead, Scott managed his own firm for 17 years before it merged with Clearstead in 2022. He also previously worked as a Senior Manager with Ernst & Young LLP providing personal financial counseling services to executives, business owners and high net worth individuals. Scott is a Certified Public Accountant (CPA), Certified Financial Planner (CFP®) and Certified Investment Management Analyst (CIMA). He is a member of the Case Western Reserve University Estate Planning Council, University Hospitals Diamond Advisory Group, and The National Association of Personal Financial Advisors. Scott is also an advisory board member of the University of Michigan-Prechter Bipolar Research Fund. He also serves as a volunteer for Junior Achievement.