Scott Lain Email & Phone Number

South Florida

Newbridge Securities is an open architecture investment firm that specializes in high net worth client investment solutions. We provide complete client services including Investment Banking, Wealth Management, Insurance and Account Protection.

Florida

Arcus Capital Partners is an investment adviser registered with the SEC serving high net worth individuals, foundations, endowments and retirement plans that seek a disciplined, but innovative approach to investment management. Clients of Arcus receive advice that is unbiased, transparently priced and in complete support of their specific goals. We apply a rigorous process that uncovers and anticipates future opportunities, rather than merely following past performance.Our method is to uncover unique strategies across a number of investment vehicles that, in the aggregate, help clients achieve superior returns over time. Surrounding our process is an appreciation for the risks inherent in all investing, which is why we structure diversified portfolios to withstand the brunt of the inevitable and periodic shocks that all markets experience.Websitehttp://www.arcuscp.com

Costa Mesa, California - Miami, Florida

Miami/Fort Lauderdale Area

Provided investment guidance and strategies to Private Client Group investors with $1M or more in investment assets with Fidelity. Responsible for over $1 billion in AUM and over $400M in annual investment product sales and 350 households made up of over 800 individual clients

Miami, Fl

I provided investment and insurance solutions to high new worth individuals, business owners and directors of non-profit organizations. As a Special Needs Planner, I worked with families with dependents with special needs as well as local non-profits, schools and medical professionals who serve these special needs children. I created Special Needs Trusts working in coordination with local attorneys and then funding those trusts utilizing insurance vehicles.

Miami/Fort Lauderdale Area

Responsible for a 4 Branch territory where I provided investment advice to bank clients with higher levels of net worth, moving them from savings to investments. I developed strong relationships with bank management and bank employees to enhance referrals and support their sales goals.

Miami, Fl

Delivered sales opportunities to prospects acquired by telephone call-outs, I developed strong relationships with senior advisors to create partnerships and mentoring opportunities. I initiated my process for portfolio review and created my personal sales process and selling skills.

Miami, Fl

Retail manager with Saks Fifth Avenue, Neiman Marcus and Burdines. Developed high level of custom service standards to address the needs of the affluent client. Responsible for staff hiring and training, merchandising standards and P&L responsibility in meeting sales goals.