As a wealth planning consultant on the practice management team, Scott works with our wealth advisors, clients, and prospects to provide advice on all aspects of wealth planning. He also conducts client presentations and produces educational content on relevant topics that affect clients’ estate planning strategies.
Scott has worked in the financial services industry for more than 20 years. Before joining Mariner, Scott was a senior wealth planning strategist with Wells Fargo’s Private Bank. Before that, he was a market trust director with Merrill Lynch in Houston, where he specialized in fiduciary services, including trust and estate administration and wealth strategies. He also managed a team of trust officers and fiduciary litigation.
Scott has a bachelor’s degree from Houston Baptist University and a Juris Doctorate from South Texas College of Law.