Scott Wheeler
Scott Wheeler, CRPC®, APMA® Financial Advisor, RJFS

With 12 years of experience in the financial services industry, Scott helps individuals, business owners, corporate executives and businesses plan for the future. Focusing on asset management for growth and income, he applies his accumulated knowledge and experience in providing customized guidance through a variety of market environments.

“I believe trust and confidence are critical components of any great relationship; this is especially true in the financial industry,” he says. “It is the foundation of all client relationships and also the reason I partnered with Raymond James.”

In order to better serve his clients, he has earned the Chartered Retirement Planning CounselorSM and Accredited Portfolio Management AdvisorSM designations, employing the insights he has gained to provide thoughtful asset management. He uses a detailed discovery process to understand a client’s specific situation before recommending a course of action.

Scott knew he wanted a career that would allow him to help people in a meaningful way, and his job allows him to do just that. He began as an advisor at Ameriprise Financial and affiliated with Raymond James in 2016. In 2019, he joined North Atlantic Investment Partners. He earned a Bachelor of Science in mechanical engineering from Union College in Schenectady, New York.

Originally from Syracuse, New York, he now resides in Stow, Massachusetts, with his wife, Jill. They have three children, Reese, Georgia and Ryan. When he’s away from the office, Scott enjoys fishing and golfing.