CFP®, Series 7 Securities Registration,* Series 66 Advisory Registration†, Insurance License
Scott joined Wealth Enhancement Group through the 2017 merger with CPA Retirement Planning. His role is to assist with analyzing investment, insurance and tax strategies as well as making recommendations and answering questions for clients regarding their retirement and estate plans. After earning his college degree, Scott’s passion for skiing and surfing provided the opportunity to live in exciting places like Breckenridge, CO and Oahu, HI. He and his wife Ashley live in St. Johns, FL with their two sons James and Thomas. For fun Scott enjoys spending time with family, watching college football and spending time outdoors.
- BS, University of Alabama
- CERTIFIED FINANCIAL PLANNER™ Professional
The Linge Financial Advisory team is located in our Jacksonville - Orange Park office.
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1 Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC.
†Advisory registrations are held with Wealth Enhancement Advisory Services.