President And Managing Partner
Atlantic Financial Advisors, Llc, Registered Investment Advisor
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Scott L. Olson Email & Phone Number
President and Managing Partner
at
Atlantic Financial Advisors, LLC, Registered Investment Advisor
1 work email found
@atlanticfinancialadvisors.com
3 phones found area 321
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Atlantic Financial Advisors, LLC, Registered Investment Advisor
Role
President and Managing Partner
Location
Melbourne, Florida, United States
Who is Scott L. Olson? Overview
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Quick answer
Scott L. Olson is listed as President and Managing Partner at Atlantic Financial Advisors, LLC, Registered Investment Advisor, based in Melbourne, Florida, United States. AeroLeads shows a work email signal at atlanticfinancialadvisors.com, phone signal with area code 321, and a matched LinkedIn profile for Scott L. Olson.
Scott L. Olson previously worked as President & Managing Partner at Atlantic Financial Advisors, Llc, Registered Investment Advisor and President & Managing Partner at Insuredincome, Llc. Scott L. Olson holds Chemical Engineering from University Of Minnesota, Institute Of Technology.
Company email context
Email format at Atlantic Financial Advisors, LLC, Registered Investment Advisor
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*@atlanticfinancialadvisors.com
68% confidence
AeroLeads found 1 current-domain work email signal for Scott L. Olson. Compare company email patterns before reaching out.
Profile bio
About Scott L. Olson
With over 40 years’ experience in Financial and Estate-Planning, Wealth Preservation and Wealth Transfer, Scott has been a popular speaker across the U.S. to groups of Attorneys, CPAs, Financial and Estate Planning professionals and provides required Continuing Education courses to Attorneys, and CPAs.He has provided CLE (Continuing Legal Education) to Florida Bar Tax-Section attorneys and CPE to CPA's regarding the income and wealth transfer strategies with Roth-Conversions and the Annuity Arbitrage.Scott has provided Continuing Education Credit to financial advisors in all 50 states, and presented his wealth transfer strategies at Caesar’s Palace, Las Vegas, at the International Forum and has presented to several of their professional study groups.Securities licensed in FL, CT, IL, MI, MN, NV, NY, UT and VA.Advisory Services through Atlantic Financial Advisors, LLC, a Registered Investment Advisor.For State Licensing information please visit: www.AtlanticFinancialAdvisors.comInformation provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.
Listed skills include Actively Managed Professional Money Management, Endowment Style Investing, Strategic Financial Planning, Alternative Investments, and 24 others.
Current workplace
Scott L. Olson's current company
Company context helps verify the profile and gives searchers a useful next step.
Atlantic Financial Advisors, Llc, Registered Investment Advisor
7 roles · 30 years
Scott L. Olson work experience
A career timeline built from the work history available for this profile.
President & Managing Partner
Current
Atlantic Financial Advisors, Llc, Registered Investment Advisor
We work with Pre and Post Retirees, and high net-worth financial planning clients to develop ACTIVELY managed retirement plans based on their unique goals and risk tolerance. We believe that Tactical professional money managers, who ACTIVELY manage our customer accounts, have greater profit potential by reducing risk. It’s easier to make money if you don’t.
May 2010 - Present
President & Managing Partner
Current
Insuredincome, Llc
Scott has been in the insurance business since 1978, and works with many of the large, highly respected insurance companies to offer custom designed life insurance, life settlements, and premium financing programs along with fixed and indexed annuities, LTC (Long-term Care), professional disability insurance, personal and corporate benefits, 401(k)’s.
Aug 1978 - Present
Financial Advisor
Independent Financial Group, LLC is a securities and Investment Advisory firm offering personalized services to individuals, high net-worth and institutional investors through our team of independent financial professionals nationwide. Our representatives offer professional advice and investments, including professionally managed portfolios, mutual funds.
Aug 2017 - Apr 2021
Member Of The Board Of Trustees
City Of Melbourne Police Pension
Scott has been a member of several Municipal Pension Plans, and currently serves as the Secretary to the City of Melbourne Police Pension Plan. As a member of the Board, Scott is entrusted along with other trustees to manage and operate all aspects of the Police Pension Plan. Part of the Trustees job is to monitor, evaluate, and when necessary, replace.
2009 - 2020
~11 yrs
Member Of The Board Of Trustees
Space Coast Pops Orchestra
Scott served as a member of Space Coast Pops Orchestra. As a member of the Board, Scott was entrusted along with other trustees to manage and operate all aspects of Space Coast Pops Orchestra. The Trustees job is to organize and operate the Orchestra, help arrange artists and music, help transport artists and musical bank members and oversee the.
1999 - 2015
~16 yrs
Member Of The Board Of Trustees
The City Of Satellite Beach Police Pension
Scott served as a member of The City of Satellite Beach Police Pension. As a member of the Board, Scott was entrusted along with other trustees to manage and operate all aspects of the Police Pension Plan. Part of the Trustees job is to monitor, evaluate, and when necessary, replace professional money management companies.
1996 - 2000
~4 yrs
3 education records
Scott L. Olson education
Chemical Engineering
University Of Minnesota, Institute Of Technology
Scott'S Interests Were Gymnastics, Arm Wrestling, Kung Fu, Weight Lifting, And Scuba Diving, Math And Science
Patrick Henry High School, Mpls, Mn
Instititute Of Technology, Chemical Engineering
University Of Minnesota
FAQ
Frequently asked questions about Scott L. Olson
Quick answers generated from the profile data available on this page.
What company does Scott L. Olson work for?
Scott L. Olson works for Atlantic Financial Advisors, LLC, Registered Investment Advisor.
What is Scott L. Olson's role at Atlantic Financial Advisors, LLC, Registered Investment Advisor?
Scott L. Olson is listed as President and Managing Partner at Atlantic Financial Advisors, LLC, Registered Investment Advisor.
What is Scott L. Olson's email address?
AeroLeads has found 1 work email signal at @atlanticfinancialadvisors.com for Scott L. Olson at Atlantic Financial Advisors, LLC, Registered Investment Advisor.
What is Scott L. Olson's phone number?
AeroLeads has found 3 phone signal(s) with area code 321 for Scott L. Olson at Atlantic Financial Advisors, LLC, Registered Investment Advisor.
Where is Scott L. Olson based?
Scott L. Olson is based in Melbourne, Florida, United States while working with Atlantic Financial Advisors, LLC, Registered Investment Advisor.
What companies has Scott L. Olson worked for?
Scott L. Olson has worked for Atlantic Financial Advisors, Llc, Registered Investment Advisor, Insuredincome, Llc, Independent Financial Group, Llc, City Of Melbourne Police Pension, and Space Coast Pops Orchestra.
How can I contact Scott L. Olson?
You can use AeroLeads to view verified contact signals for Scott L. Olson at Atlantic Financial Advisors, LLC, Registered Investment Advisor, including work email, phone, and LinkedIn data when available.
What schools did Scott L. Olson attend?
Scott L. Olson holds Chemical Engineering from University Of Minnesota, Institute Of Technology.
What skills is Scott L. Olson known for?
Scott L. Olson is listed with skills including Actively Managed Professional Money Management, Endowment Style Investing, Strategic Financial Planning, Alternative Investments, Fmv Roth Conversion, Retirement Planning, Financial Planning, and Investments.
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