Behind the Desk
With more than 30 years experience working with educators and business professionals on their financial goals, Scott is a founding Wealth Advisor on the Arrow & Bow team. As an investment product specialist, he builds long-term relationships with his growing client base and always provides excellent customer service.
Our group of advisors collaborate on plans to benefit every client and meet them at every stage of life. Whether you are focusing on retirement, your child’s future, or maybe even a vacation home…Scott can help you pursue your goals.
Licenses and Certifications
- Series 7*
- Series 66*
- Series 6*
- Series 63*
- Life, Health, & Accident
- *Held with LPL Financial
Out of Office
Outside of finance, Scott enjoys running with his family dog, Sally Meatball, and spending time with his wife, Tamara, and son, Lee. As a pep band member and graduate of UNC Chapel Hill, Scott is an avid (his wife would say rabid) Tarheel fan!
In the Community
Scott is active with the Down Syndrome Association of Greater Charlotte by serving as a co-leader for the Dads Appreciating Down Syndrome or D.A.D.S. and an active committee member for the 321 Dash.
Leadership Positions
- Co-Leader of Dads Appreciating Down Syndrome or D.A.D.S. chapter in Charlotte, NC