Scott Kaplan has been Director of the Investment Department at Strategies for Wealth since June of 2010. As Director, Scott and his team are responsible for providing strategic investment advice and management to the firm’s financial advisors and their clients. Most recently Scott has created and manages the Private Client Group which has the experience and knowledge to provide enhanced client investment strategies, relationships, and administration. Scott also runs the popular monthly webinar series “Navigating the Markets”.
Prior to joining the Management Team Scott served as an advisor for ten years. He has devoted his professional life to assisting others achieve the highest level of financial success. He has made it his priority to ensure maximum wealth potential through design. This planning process examines every area of the financial picture while integrating each facet into a single strategy unique to client goals.
Scott has been featured on WCBS, Fios1, RNN and several other media outlets for his perspective on global markets. He has been recognized and awarded within the industry for his service to his clients.
Scott is a graduate of Palmer College where he obtained his B.S. degree and D.C. degrees. Scott currently resides in White Plains, New York with his wife and three children. In his spare time, he enjoys performing with his band, playing golf and tennis