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Scott seeks to create portfolios with low volatility, emphasizing capital preservation while maintaining an income stream designed to meet his clients' lifestyle goals. He believes in a holistic approach to investment planning that incorporates estate planning strategies, tax- efficient strategies and liability management.

He began his career in the financial services industry in 1981 with Bank of America, where he worked on mergers and acquisitions. In 1992, he joined Prudential Securities, a predecessor firm of Wells Fargo Advisors. Scott was promoted to Senior Vice President-- Investment Officer in 2005, when he was also named to the Platinum Council by Wells Fargo Advisors and named again in 2023. He is a co-founder of the Wolf, Metzger & Maurillo Wealth Management Group and was named Forbes Top Wealth Management Teams High-Net-Worth 2023 and Forbes Best-In-State Wealth Management Teams in 2024. Additionally, he received the Certified Estate & Trust Specialist designation in 2007.

Scott earned his banking degree from the University of Florida in 1986 and has lived in the Fort Myers area since 1980, where he is very involved in local community and charitable activities. Scott is a former member of the Bishop Verot Catholic High School board and the board of directors for the Cure Tay-Sachs Foundation. He is also a passionate supporter of Golisano Children's Hospital of Southwest Florida, Captains for Clean Water and Special Equestrians. Scott lives in Fort Myers with his wife of 36 years, Diana, all three of his daughters have married their Bishop Verot high school sweethearts and live in Ft. Myers with their three grandchildren, Brady, Kendall and Harrison. They all are parishioners at the Church of Resurrection Catholic Church. He enjoys sports, golf, traveling, physical fitness, and spending time with his growing family.

CA Insurance License 1756019, resident State FL

2023 Forbes Top Wealth Management Teams: Awarded November 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22-3/31/23 (Source: Forbes.com). The Forbes Top Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC> Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22-3/31/23 (Source: Forbes.com). The Forbes Best-In State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

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1. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices, and team structure, may also be used to determine recipients.

2. 2023 Forbes Top Wealth Management Teams: Awarded November 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22-3/31/23 (Source: Forbes.com). The Forbes Top Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC> Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22-3/31/23 (Source: Forbes.com). The Forbes Best-In State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

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