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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 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





Come thrive 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 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 stress of investors early in her career, set the tone for her future as a financial advisor with strong client relationships. Jessica is a registered investment advisor rep, insurance agent, stock broker, and fiduciary holding her securities licenses in many states across the county.

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 financial consultant for the bank’s investment firm. With years of experience in customer relations and investment advisory services, Samantha chose to transition to an independent financial advisor joining her family’s branch office in 2013. The move enabled Samantha to offer clients more comprehensive financial advice. She has since developed strong relationships with her clients helping them build  towards a secure financial future. Samantha is a registered investment advisor representative, insurance agent, stock broker, and fiduciary holding her series 6, 7, 63, 66, and 24 securities licenses in many states nationwide.

Soosan Philip  Photo
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Soosan Philip

Client Services and Operations Manager

Soosan Philip

Soosan handles client relations, customer service, marketing and business development. She is also the executive administrative assistant to Scott Advisory Group and 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 also a parent volunteer at her children's school.

Soosan is not registered 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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