Jeffrey Scott

Jeffrey joined Strategies in May 2026 and brings extensive experience in financial services, market research, and coaching. A graduate of Fordham University with a degree in Business Administration, he has built his career around helping individuals, families, and business owners achieve their financial goals through comprehensive strategies and personalized service.

Prior to joining Strategies, Jeffrey worked with New York Life and Charter Oak Financial/MassMutual, earning recognition as a Council Agent and Annuity Leader. He is passionate about helping clients accumulate, protect, and distribute wealth while providing thoughtful guidance through life's most important financial decisions.

Jeffrey resides in Millwood, New York, with his wife, Olga. Jeffrey enjoys tennis, music, acting, and sports. He is also a strong advocate for small business owners and is dedicated to helping them build thriving businesses while providing valuable benefits for both owners and employees.