He volunteers for the Delaware Financial Literacy Institute and was awarded the “Got Savings Star” in 2015 for his commitment to financial education. Nick also serves on the board of directors for “Arise” which is a non-profit organization that exists to equip those facing adversity to discover hope, overcome barriers and move forward. and the Certified Plan Fiduciary Advisor, CPFA® designation through the National Association of Plan Advisors. Nick holds the CERTIFIED FINANCIAL PLANNER™, CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. Prior to joining the firm he had eight years of experience in the financial services industry. Nick primarily focuses on goal-based planning and comprehensive investment advice for families and small businesses. He graduated Cum Laude with a Bachelor’s degree in Finance from the University of Delaware in 2006. Nick is a Wealth Management Advisor and a Retirement Benefits Consultant that has been with the firm since 2015. Scott resides in Dover, Delaware with his wife Kim. He is a member of the Glasgow Lions Club whose primary mission is to help improve the quality of life for those in the community less fortunate through service and financial assistance. Scott is also a member of the Greater Kent Committee whose mission is to improve the quality of life for the people of Central Delaware and he regularly attends and is a member of Grace Presbyterian Church in Dover, Delaware. Scott has earned the Chartered Retirement Planning Counselor, CRPC designation through the College for Financial Planning Institutes Corp., the Certified 401(k) Professional (C(k)P®) designation through the Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education and the Certified Plan Fiduciary Advisor, CPFA designation through the National Association of Plan Advisors. He delivers a comprehensive approach to managing wealth that begins with listening to a client’s need and helping to ensure every strategy is grounded in understanding what each client wants to achieve. ![]() He is also the Senior Resident Director of the Dover, Delaware Merrill office. Scott leads with a positive attitude and focuses on detailed planning, retirement issues, wealth and portfolio management and gives total financial advice. Scott is a Senior Financial Advisor that has been with the firm since 1994. If you have questions regarding your particular situation, please contact your legal or tax advisor. This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.
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