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Scott Mckay

Wealth Manager

Scott serves as a Wealth Manager, working directly with clients to develop a cohesive strategy to meet their most complex goals and financial needs. Scott’s areas of expertise include wealth management, retirement, tax, business succession, estate, and insurance planning and risk management. Scott will work with you to create a financial plan that is customized to meet your specific needs.

Prior to joining Creative Planning, Scott worked for a major national financial services company. His most recent role was as a Vice President – Financial Consultant, managing a practice of over $500 million in client assets. His responsibilities included the management of client assets, allocating, investing and rebalancing of client investment accounts, as well as the creation and continuous updating of client financial plans. During his time at his prior employer, Scott was recognized with multiple awards at both the regional and national level.

Scott graduated from Clarkson University with a Bachelor of Science degree in Mechanical and Industrial Engineering. He earned his Master of Business Administration from the William E. Simon School of Business at the University of Rochester. Scott holds the CERTIFIED FINANCIAL PLANNER™ designation.

Scott has served on the board for the Rochester YMCA. He enjoys playing basketball, working out, traveling, music and spending quality time with his family.

*See all Creative Planning disclosures and sources.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021