Managing Director | Branch Owner, RJFS

Scott Schutte, AIF®

Scott Headshot

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, MA 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. 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:

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

The 2026 Forbes ranking of America’s Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. All advisors that are considered have a minimum of seven years’ experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Out of approximately 52,043 advisor nominations, approximately 11,302 advisors received the award. This ranking was released on 04/07/2026 and is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/best-in-state-wealth-advisors/ for more info.

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