With 37 years of experience in the financial services industry, Scott has been committed to providing clients with the highest level of professionalism and personal service. Scott specializes in comprehensive retirement and investment planning and believes that a sound investment plan is critical in helping clients achieve their financial life goals, while acting as a fiduciary to ensure clients are treated fairly and objectively. Once a client’s goals, objective and time horizon are determined, Scott will recommend what he feels is an appropriate investment program and evaluate it on an ongoing basis.
The relationship that Scott develops with his clients is based on trust, integrity and communication. Given Scott’s extensive background and experience, he can address a wide range of personal financial needs for his clients focusing on investing, asset allocation and prudent diversification. Scott and his team of experienced professionals currently managing over $1 billion in client assets in 36 states as of January 2024.
Working with the extensive resources of Well Fargo Advisors Financial Network, Scott helps manages client assets with a range of professionally managed fee-based accounts or traditional brokerage products. Scott offers clients access to premier money managers, mutual funds, stocks, bonds and various other types of investment products. For those seeking income, Scott can build custom fixed income strategies.
Scott offers a comprehensive approach to wealth management which is an integrated process designed to help clients accumulate, preserve and distribute wealth during their lifetimes and through their legacies using tax intelligent strategies.
Scott has been named to the Wells Fargo Advisors Financial Network Platinum Council each year from 2009 to 2023**. Scott has also been named as one of the annual Barron’s Top 1200 State by State Advisors from 2018 to 2024**.
In January of 2024, Saxe Pinkston Financial Group was named to the annual Forbes Best-In-State Wealth Management Teams list, which features 4,100 teams across the United States, of which the Saxe Pinkston Financial Group currently ranks number 6 for the State of Indiana**.
Scott is a 1984 graduate of the University of Evansville with a B.S. in Marketing and Finance. Scott is very active in the community and has served on various boards throughout the years and currently serves on the University of Southern Indiana Foundation Board.
Scott and his wife Shannan have been married 38 years and have two grown children. Tyler, who has worked for the Saxe Pinkston Financial Group since 2012 and Chase who works for Centerpoint Energy in Evansville. Scott also enjoy spending time with his family playing golf and boating.
**The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
**The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
**The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.