Scott Shelton, CFA®

Scott Shelton, Trust & Family Office Financial Advisor Associate, focuses on delivering customized financial strategies designed to meet each client’s unique objectives. With over 15 years of extensive experience and a strong foundation in investment planning, data-driven decision-making, and comprehensive financial analysis, Scott is dedicated to helping clients navigate unique financial matters and achieve their goals.

Scott takes a holistic approach to financial advising, working collaboratively with clients and their trusted advisors to ensure alignment across all facets of their financial lives. Known for his ability to simplify complex financial concepts, Scott empowers his clients with actionable insights, clarity, and confidence in their decision-making processes.

A proud graduate of the University of Missouri-Columbia, Scott holds a Bachelor of Science in Business Administration degree, specializing in Finance & Banking and Economics. Additionally, he is a Chartered Financial Analyst® (CFA®).

Scott is driven by a passion for continuous learning. He actively explores innovative strategies and tools to enhance client outcomes and achieve personal growth, reflecting his dedication to both his clients and his craft.