Scott Brokaw Email and Phone Number

Lido Advisors, LLC is a full service investment advisory firm who has built its practice as an alternative to the large brokerage houses and bank-owned firms. Lido’s family office style delivers access to sophisticated strategies once available only to the ultra-wealthy. Our robust in-house platform enables us to build customized and pooled investments quickly and efficiently to deliver options, alternatives, and private debt and equity exposure. Lido’s deep bench of in-house and affiliated financial planning, tax consulting, and trust professionals provides holistic, multidisciplinary financial management to our families and clients. Lido is a rapidly growing wealth advisor in terms of asset and clients, and has appeared in Forbes, Financial Advisor, and Barrons, as well as CNBC and other financial market media.

The Leavitt Group is the 12th largest insurance broker in the nation. The organization consists of affiliated independent insurance agencies with over 115 offices in 14 states, with $1.6 billion in annualized premiums.