Boca Raton - Town Center Circle

Scott Morrison

CFP®

Associate Wealth Advisor

5100 Town Center Cir, Tower Two, Suite 150
Boca Raton, FL 33486

Scott Morrison
Scott Morrison

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Scott

Scott works with a team of wealth advisors to provide wealth management, investment management, financial planning, and estate planning to their high-net-worth and ultra-high-net-worth individuals and families. His passion for working with clients to achieve their financial goals while looking through a planning lens is what led him to private wealth management.

Scott is also a Development Specialist within Focus Sports and Entertainment, working with both professional and college athletes. He recognizes the complexities that come with being a professional athlete, and takes pride in the important role he plays for his clients in helping to achieve their off-the-field goals.

Prior to joining Focus Partners, Scott worked for First Republic Private Wealth Management in their estate and business planning division. During this time, Scott worked on analyzing and developing complex estate planning strategies and financial planning for the firm’s largest clients.

Outside of work, Scott loves to spend time with his wife and two children, playing golf, and traveling. He is also an avid New York sports fan of the Mets, Jets, Rangers, and Knicks.

Education and Professional Milestones

-Fairleigh Dickinson University in Teaneck, New Jersey - bachelor’s degree

-Lynn University in Boca Raton, Florida - master’s degree