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 and became registered principals of 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
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.