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Making the complex understandable and achievable is what has driven Michaela F. Scott’s entire career as an accomplished financial services executive. Michaela partners with business owners and individuals who have taken a sincere interest in their financial future and who want to control their legacy, whether to benefit their children, business, charity, or all the above.
Her professional accolades consistently highlight her mission—to listen, understand, and help clients identify and thoughtfully address their unique goals and most pressing concerns. Active memberships in professional organizations such as the Million Dollar Round Table and National Association of Estate Planners and Councils keep Michaela current and connected. Michaela takes a team approach, leveraging top-talent, to uncover opportunity and define clear and implementable solutions.
She is a Certified Financial Planner™ and earned her Master of Science in Financial Services with a concentration in Retirement Planning from The American College of Financial Services. Michaela holds an honors Bachelor of Arts in Politics from Saint Anselm College.
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