Scott R. Milford, CFP®
Wealth Management Advisor
Scott Milford is a Wealth Management Advisor at The Andriole Group. He is a CERTIFIED FINANCIAL PLANNER™.
Scott is focused on understanding his clients’ financial goals in order to develop sophisticated financial plans that can provide his clients with meaningful financial reassurance. He brings over a decade of experience providing comprehensive wealth management services, working with a variety of institutions, high net worth individuals, family offices, business owners, and entrepreneurs. At The Andriole Group, Scott has a particular focus in working with high net worth families with complex financial assets, such as business interests, privately held company stock and multi-generational trust assets.
Prior to the Andriole Group, Scott has held paraplanning and client relationship manager roles for independent, boutique wealth management firms. His previous experience also includes roles in investment banking and investment management. Scott prides himself on providing highly personalized client experiences, driving towards excellence in every aspect of the relationship.
Scott graduated with distinction from Stetson University with a major in Finance. He also completed the required CFP® coursework with Bryant University. In addition, Scott holds his Series 7, Series 66 and state insurance licenses.
In his spare time, you can find Scott on the golf course, traveling or in the gym. He also enjoys all sports, staying active, being on the water in any capacity, cooking and discovering new restaurants.