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Charlie Scott

Here to act in your best interests

About me

Growing up in a "blue-collar" family, it was clear to me from the start that every dollar counted. As the first in my family to graduate college, I immediately began my career in the financial services industry. As a CERTIFIED FINANCIAL PLANNER™ professional, I am passionate about providing comprehensive advice and guidance to those who need it most. Outside of work, I focus on spending as much time with family as I can.




Bachelor of Science, St. Thomas Aquinas College

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Visit one of our Locations

New York IV - Red Bank

328 Newman Springs Road
Suite #1
Red Bank, NJ 07701

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New York V - Short Hills

51 John F Kennedy Parkway
Suite 270
Short Hills, NJ 07078

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning