15 years of investment and wealth management experience

Scott Chalmers has been with the firm since 2008. He is an investment adviser representative of the firm and is responsible for helping clients with their investment strategies and retirement planning efforts. Scott lives and works in Southwest Florida, and offers the firm’s services locally in Bonita Springs, Fort Myers and Naples.

Prior to joining the firm, Scott spent eight years with the Merrill Lynch Private Client Group. As a Wealth Management Advisor, he was responsible for helping individuals with retirement planning and management of their investment and retirement accounts.

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Education

Scott attended Acadia University in Nova Scotia, Canada.

Scott received his financial planning certificate from Metropolitan State University of Denver and has studied trust management at Cannon Financial Institute.

Professional Accreditation

During his career, Scott has earned the following professional designations:

• CERTIFIED FINANCIAL PLANNER^™ professional
• Chartered Retirement Planning Consultant^®
• Certified Trust & Financial Adviser

Scott currently maintains his CERTIFIED FINANCIAL PLANNER^™ certification.

Focus

For each client engagement, the focus of our value proposition varies, but there are common elements in every one of our advisory relationships. Every new client has a front-burner issue, so that is the key issue that drives the beginning of the relationship.

As we help address that key issue and begin to remove the related stress, we are able to help clients develop capacities to visualize their financial lives from broader perspectives, expand their field of vision and leave behind the disjointed and inefficient experiences of uncoordinated piecemeal financial transactions and products.

What emerges is a unified framework of whole-system thought that results in coherent plans and strategies to help achieve each client’s financial goals. This leads to an enduring value proposition that rests on the most valuable pillars of an advisory relationship: thought leadership, wise counsel, technical advice and process management.

The end result is the creation and availability of an enduring trusted advisor.

_{Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.}