Christopher Scott Email & Phone Number

I am a founder and leader of Scott Klein Gates Gandolfo Wealth Management, a veteran wealth management team that works with a select group of families nationwide. We advise business owners, doctors, attorneys, and other professionals, helping grow, preserve, and transfer wealth effectively. Simplicity and service are the hallmarks of our approach. We assist multiple generations of client families, offering critical assistance during life's transitions:• Retirement or sale of a business• Death of a spouse• Divorce• Job changeI joined Merrill in 1999 and am a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. I'm the first point of contact in my team's investment process, creating detailed analyses to assess whether clients are on track to accomplish their goals. That plan is the roadmap for what follows: tailored investment management, cash flow analysis and generation, retirement strategy, and trust & estate planning services. Throughout each relationship, I am sensitive to risk and volatility, mindful of each client's unique circumstances. My goal is to make every client feel like the only client.I earned my B.A. from the University of New Orleans.I'm active in the greater Buffalo community. Since 2001, I've organized and led the Jeffrey B. Scott Memorial Hockey Tournament in honor of my brother. Proceeds from the tournament have funded Automated External Defibrillator (AED) devices and training for more than 50 youth organizations in WNY.I invite the following links:• Business owners and professionals with complex financial situations• Families seeking greater organization for their wealth• CPAs and attorneys interested in providing enhanced resources to their clientsCertified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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  University Of New Orleans

  Bachelor'S Degree