Scott M. Brown
CFA, CFP®
Wealth Advisor, Executive Director
Scott has over 13 years of experience in the wealth management industry. His primary focus is financial planning for families, especially multi-generational situations. Scott is both a CFA® charter holder and CERTIFIED FINANCIAL PLANNER®, allowing him to be a broad resource to clients on both financial planning and investment matters. Early in his career, Scott completed a three-year service commitment as a Corps Member in the Teach for America program, where he taught high school mathematics.
Scott is a member of the Financial Planning Association of Massachusetts. He has a Bachelor of Arts in economics with a concentration in financial markets from Colby College as well as a Master of Education in curriculum and teaching from Boston University.
