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Meet  Our Team

Samantha and Jessica have their grandfather, Carl Scott, to thank for their success in the investment industry. As the catalyst to the sisters’ success, Carl started in the investment business in 1967 and worked as a financial advisor until his retirement in 1993.

Solidifying the family’s commitment to the business, Carl’s son, Ron, joined the business in 1980 and now supervises ten financial advisors including his brother-in-law and two daughters, Samantha and Jessica.

Ron trained and mentored Samantha and Jessica for many years before they co-founded Scott Advisory Group. Today, the entire Scott family is proud to watch the family’s business continue to thrive.

Our Roots Run Deep

The Scott Advisory Group Story





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Meet the Team

In addition to our in-house team in Framingham, MA, we also serve as the supervisory office to eight other financial advisors who contribute to our full service approach to financial planning.

Jessica Scott Photo
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Jessica Scott

Co-Founder

Jessica Scott

With over ten years experience and a passion for helping people, Jessica provides an exceptional client experience. She started in the financial services industry in 2008 when she joined the family’s branch office. She worked with clients through the most significant market crash in recent history. Her experience in dealing with volatile markets and alleviating investor stress early in her career, set the tone for her future as an independent Financial Advisor with strong client relationships. Jessica is a Registered Investment Advisor representative, insurance agent, stock broker, and fiduciary holding her securities licenses in many states across the country.

Samantha Scott Photo
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Samantha Scott

Co-founder

Samantha Scott

Samantha began her career in finance working in retail banking in 2009 for Citizens Bank. She maintained her role in Branch Management while also working with clients as a Financial Consultant for the bank’s investment wing. With several years of experience in customer relations and Investment Advisory services, Samantha chose to transition to be an independent Financial Advisor, and joined her family’s branch office in 2013. This move has enabled Samantha to offer clients more comprehensive financial advice. She has since developed strong relationships with her clients guiding them towards a more secure financial future. Samantha is a Registered Investment Advisor representative, independent insurance agent, stock broker, and fiduciary holding her series 6, 7, 63, 66, and 24 securities licenses in many states nationwide.

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Soosan Philip

Client Services and Operations Manager

Soosan Philip

Soosan handles client relations, customer service and business development. She is also our Branch Admin and Executive Assistant to Scott Advisory Group.  She is licensed as an independent Life Insurance agent. She has been part of our team since 2014. Soosan has an MBA in Finance and Marketing and has several years of international sales experience. She is a PTO volunteer at her childrens' school and is an active member of her church where she has recently directed several virtual events. Soosan is a Non-Registered Assistant with SagePoint Financial, Inc.

Shelley Schiloski & Amelia Foley Photo
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Shelley Schiloski & Amelia Foley

Office General Managers

Shelley Schiloski & Amelia Foley

Both Shelley and Amelia have worked with us since 2013. Shelley and Amelia are the first faces and friendly voices you see and hear when visiting or calling our company’s office. Both have years of experience in client relationships and office management. The two work together to ensure a comfortable environment for our clients and colleagues alike. 

Shelley and Amelia are not affiliated with SagePoint Financial, Inc.

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Elizabeth Hagan

Financial Professional

Elizabeth Hagan

Elizabeth Hagan is the owner of Principle Finance & Coaching. Back in 2002, she started a banking career that would span 16 years. In 2018, she left banking to pursue real estate sales and administration. However, in 2019, Elizabeth returned to banking. During her final year in the banking industry, she studied for and attained her Series 6, 63 and MA Life & Health Insurance Producer Licenses. The experience and information that she gained over the previous 17 years began to culminate in her mind and her passion for financial education became more prominent. As a business professional she developed a certain cadence for producing desired results in sales, service and compliance that allowed her to influence, mentor, and innovate across the different positions she held. Leaning on her experiences and personal values, she has founded Principle Finance & Coaching, LLC to continue providing resources and accountability to interested parties. Through Principle Finance & Coaching and SagePoint Financial, Elizabeth will focus on ensuring participants and clients meet their financial goals by emphasizing the use of spending, savings and investment strategies. 

Principle Finance & Coaching, LLC., is unaffiliated with SagePoint Financial, Inc.  

* Elizabeth is not registered as an investment adviser representative and cannot offer advisory products or services in that capacity.


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