Scott is a Managing Director at Lightship and brings more than 25 years of investment and financial planning experience to the team. He works with individuals, families, and family-owned businesses on strategies including investment management, estate and tax planning, insurance, and risk management—helping clients navigate complex financial decisions with clarity and confidence.
Before joining Lightship in 2012, Scott spent a significant portion of his career at Commonwealth Financial Network®, where he managed the firm’s advanced planning, investment management, insurance, and retirement planning departments. In 2024, Lightship transitioned its affiliation to Raymond James, expanding the platform and resources available to the clients Scott serves.
Scott has written and published articles for Financial Advisor Magazine, Registered REP, On Wall Street, ThinkAdvisor, and Boomer Magazine, sharing insights on planning, investment strategy, and the evolving needs of clients.
Scott lives in Dover with his wife, Leslie, and their three children—Beck, Luke, and Grayson—and is active in the local community. He serves on the Perkins School for the Blind Business Partnership Board and the Dover Historical Society. His family is also involved in charitable work supporting pediatric brain tumor research through the PLGA Foundation and Dana-Farber’s Pediatric Oncology Department.
When not working, Scott can often be found in Newport, Rhode Island, restoring a home originally built in the 1700s—a personal project that reflects his appreciation for craftsmanship and history.
Scott graduated from Franklin Pierce University and his industry honors include:
- Recognized for his excellence and success on the Forbes Best-In-State Wealth Advisors list for 2022 and 2023
- 2018 Fidelity Investments Advisory Council
Licenses and Certifications:
- FINRA Series 6,7,63, and 65 securities registrations as an Investment Adviser Representative
- Accredited Investment Fiduciary® (AIF®) professional designation awarded by the Center for Fiduciary Studies
Forbes Best-In-State Wealth Advisors
2023 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.