Scott and his team led by his Wealth Strategy Partner, Michael Ross, and their Associates, Patrick and Rob, bring together more than 40 years of financial experience spanning multiple leading firms in the industry. Our focus is highly customized, specific investment and advisory solutions for executives and entrepreneurs. Leveraging Jefferies’ leading institutional brokerage platform, we also provide prime services and execution for family offices, foundations and venture / private equity firms. We are fiercely independent in our advice and investment selection and truly believe no one approach or portfolio fits any given client. No two clients are the same. Whether the need be lending, trading, full advisory, alternatives or planning, we bring the full tool kit Jefferies provides. We work closely with our Wealth Strategist, Michael Ross, on developing multi-generational wealth plans, charitable giving, risk and insurance programs to guide clients through the complexities of wealth.
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