Scott Lord
Senior Vice President, Financial Advisor
MBA, CFP®
Contact Scott
Team Office
Scott’s Locations
Raleigh, NC 27607 (919) 341-4945
About Scott
Scott has more than 30 years of experience in the financial services industry, helping individuals and families navigate complex financial decisions with confidence. He specializes in investment management and comprehensive financial planning, developing customized strategies designed to help clients build, preserve, and transition wealth across generations.
Throughout his career, Scott has held senior leadership positions, including Managing Partner of Madison Oaks Wealth Partners, Executive Director at CIBC World Markets, Senior Vice President at Oppenheimer & Co., and Managing Director at Principal Financial Group. Drawing on this extensive experience, he provides knowledgeable, personalized advice with a disciplined investment approach and a strong commitment to long-term client relationships.
Outside the office, Scott enjoys spending time with family and friends, playing golf, and making the most of time with his children, AJ, Jack, and Vivian.
Education
- MBA, Finance, Hofstra University
- BA, Accounting, University of Scranton
Additional licenses and designations
- Executive Certificate in Financial Planning, Duke University, Office of Continuing Studies
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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