Scott Staley, CFP®Financial Advisor, Senior Vice President
With over 10 years of experience, Scott Staley specializes in providing financial and wealth management, advice, and guidance. He holds the CERTIFIED FINANCIAL PLANNER™ certification, which is one of the most recognizable and respected credentials in the financial services industry.
Scott began his career in 2003 with LaSalle Financial Services. He then merged with Bank of America Merrill Lynch in 2009, before joining the initial partners at IHT Wealth Management. Scott’s key areas of expertise include retirement and estate planning and money management.
Scott helps simplify the complexity of his clients’ financial lives by providing advice and guidance based on time-tested investment and planning principles. At the heart of his philosophy is a passion to build enduring relationships with individuals, families, and small businesses through a commitment to providing outstanding service.