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Scott R. Smith
Senior Investment Advisor
 scott@sampersfinancial.com |
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Scott adds an additional element of expertise to our discretionary money management capabilities. He joined SFI in 2003, after sixteen years with Merrill Lynch Investment Managers. There, Scott was a portfolio manager and an analyst for both high net worth individuals and institutions. He personally and actively managed assets in excess of $450 million. Client objectives included stock and bond portfolios invested in US, global and international capital investments.
Scott is a Chartered Financial Analyst and has successfully passed the Certified Public Accountant exams. He is a member of the New York Society of Security Analysts and the Association for Investment Management and Research. Scott is a Registered Representative and an Investment Advisor Representative with NFP Securities, Inc.
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