Brandon Scott

Brandon brings over a decade of experience in building client relationships and trust. He started in the hospitality industry, specializing in Private Clubs, where he developed a deep understanding of service excellence, relationship management, and operational leadership. Transitioning into financial services, he has continued to prioritize client success through transparency, integrity, and open communication.

As a Retirement Plan Manager, Brandon serves as an educator and facilitator, working closely with advisors, plan sponsors, and participants to navigate the complexities of retirement plans. With a client-centric approach, Brandon ensures clear communication and coordination among all involved parties, including clients, their CPAs, attorneys, and service providers.

Beyond work, Brandon enjoys outdoor activities with his wife and son in Happy Valley.

Education:

• B.A. in Mass Communications, Wilkes University
• Concentration in Public Relations