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

CLICK HERE TO SCHEDULE A CALL WITH US

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

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

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.

Read Bio

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.

Check the background of this firm/advisor on FINRA’s BrokerCheck.