Scott Roberts

Vice President | Marketing

Scott Roberts

Vice President | Marketing

Contacts

513-984-9933

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Scott Roberts | Vice President of Advisor Development

With over 20 years of diverse sales, investment and management experience in the financial services industry, along with having held FINRA licenses 7, 63, 9 and 10, Scott enjoys mentoring our advisors and coaching them on how to enhance and add value to the relationships they have with their clients. A graduate of the University of Cincinnati and degree in Psychology, Scott is sensitive to the needs of the high net worth investor and understands that financial planning can be emotionally challenging at times.