Meet the Team

We are a team of independent financial advisors committed to providing our clients with excellent financial services in a personalized, family-like atmosphere. Our team wants to empower our clients to enjoy life, fulfill their goals, achieve financial stability, and leave an incredible legacy. As licensed fiduciaries, we will always work for our clients, putting their interests above our own.

 
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M. Scott McKay

Fiduciary
Independent Financial Advisor

From a young age, Scott learned the value of hard work, determination, good finances, and wise business practices. His grandfather, an immigrant, was the epitome of the American dream. From sweeping the floor of the factory to eventually owning the company, his grandfather’s hard work certainly paid off. After successfully leading the company for many years, Scott’s grandfather sold the company and retired to sunny Florida. These financial lessons were shared with Scott from a young age, and it is from this that Scott discovered his passion for numbers.

Scott graduated from the University of South Florida with a Bachelor of Science in Finance in 1994. Upon graduation, Scott spent fifteen years as a senior financial advisor; and then in 2010, he joined a wealth management group as one of the senior partners. Scott’s grandfather would be so proud of the man Scott is today—helping others achieve their own financial goals!

Throughout his more than twenty-six years of industry experience working with individuals, families, and businesses, Scott’s focus has always been to help others pursue financial stability while enjoying their best lives. He cares deeply about his clients and wants to see them succeed and achieve their lifestyle and philanthropy goals. As a Fiduciary, Scott is also able to provide unbiased counsel to business owners to help their company achieve financial stability. He does this by strategically focusing on risk management tactics, employee benefits, and ways to enhance their value.

Scott and his wife Shelly are blessed with a blended family of six wonderful children. Scott and Shelly share a passion for wellness and enjoy an active lifestyle. This passion inspired them to found the F5 Community Bootcamp in 2016 that provides free, faith-based workout boot camps in the Sarasota and Bradenton communities. Scott also enjoys his F3 Men’s Group, adventure travel, playing guitar, mountain biking, and spearfishing, while being a passionate advocate for the fishery and the beautiful coastal waters on Florida’s Gulf Coast.

Professional Accomplishments:

  • FINRA Series 6, 7, 63, 65

  • State of Florida Licensed Agent-Life, Health, Disability, Long Term Care, Variable, Fixed and Indexed Annuities

  • Member of the Financial Services Institute

  • Industry Contributor to Investment News

  • Kingdom Business Alliance Board Member

Let’s Talk about Your Future!