Scott Smith joined Beacon Investment Management in 2005. Scott's investment career began in 1986 at Dean Witter, where he became an assistant vice president. He began a professional partnership with Brian McCall, which continues today at Beacon Investment Management.
Scott has held the position of vice president at Legg Mason, Century Bank and Trust, Fleet Bank, and the Private Wealth Management Division at Bank of America. His professional recognitions include the Alliance Bernstein Elite Advisors Club and the Putnam Investments Golden Scale Council.
Scott holds FINRA Series 7 and 65 securities registrations through Commonwealth Financial Network and is licensed in all areas of insurance. He concentrates his expertise in the areas of risk management, wealth transfer, and insurance. Scott is a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network. He is a graduate of Wilfrid Laurier University in Waterloo, Canada, having majored in economics and finance.
*2020 Five Star Wealth Manager Award, created by Five Star Professional. Presented in February 2020 based on data gathered within 12 months preceding the issue date. 3580 advisors were considered, 463 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.