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Scott R. Brown

Scott R. Brown

Financial Planning Assistant, LPL Registered Sales Assistant

A graduate of the University of Florida in 1975 with a B.A. in Political Science & English, Scott has worked with Tamara over the past several years to help develop her independent advisory practice. As our Financial Planning Assistant, he attends to the financial data collection and operational details required in the marketing and preparation of our financial planning services. Well versed in WealthVision powered by e-Money, he helps Tamara transform clients’ information into the financial plans she presents to our clients. He maintains his Series 7 and 66 registrations through LPL Financial. As a LPL Registered Sales Assistant, he assists Tamara administratively with clients’ trades and their inquiries regarding their accounts. Scott maintains the State of Florida Insurance license for Life, Health, and Variable Annuities in order to assist Tamara with our clients’ life, long term care, and disability insurance needs. He also updates our company website with the most current and topical content. His ability to analyze and communicate complex information strengthens our team in promoting our services.

Prior to joining Tamara’s independent practice, Scott spent over 25 years in the metal sales services business, encompassing various aspects from warehousing and logistics to sales and export/import coordination. Scott is a member of the Tampa Breakfast Sertoma Club, where he met his future wife, Tamara. Born in Miami, he enjoys boating, fishing, and all things Florida.