Scott Everly, Vice President
As the newest financial advisor in the firm, I am following in my father’s footsteps, who has served the financial planning profession for more than 40 years. I joined the firm early in 2015, where my first few months were focused on studying and passing the long list of licensing exams needed to become a financial advisor. In January 2016 I enrolled with the American College of Financial Services, studying to earn my Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations. I am fortunate to also be able to learn the profession first hand from the other advisors at the firm who are Certified Financial Planner™ professionals.
I am dedicated and passionate about helping other people. I will take the time to understand the complex details of your current situation and help you make informed decisions that result in the best possible outcome.
Scott can be reached at 401-356-1400 ext 114 or at firstname.lastname@example.org.