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Scott Brockman

Scott has more than 20 years of experience in the financial services industry.

After graduating from the University of Hartford with a degree in finance and insurance, Scott began his career as a Financial Advisor with Prudential Securities in New York City. It was there that he learned the importance of building strong client relationships and providing valuable guidance and prudent investment advice. With a deep passion for investing, Scott spent 10 years as a proprietary equity trader, gaining expertise in managing equity investments and successfully navigating both bull and bear markets. Following his equity trading career, Scott worked in Institutional Equity Sales at William O’Neill + Co and Zacks Investment Research, further broadening his investment experience. As a fiduciary investment advisor, Scott helps individuals and families navigate the complexities of retirement and investment planning. He is committed to developing long-term relationships and always puts the goals and dreams of his clients first.

Scott lives in Natick, Massachusetts with his wife and two daughters. In his free time, he enjoys skiing in Vermont, spending time at the beach with family and friends, and watching his favorite local sports teams.

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