I serve as Director at Upland Wealth Advisors. Before opening our practice in 2020, I worked for Raymond James for nearly a decade. By focusing on each investor's specific needs, I develop strategies that help clients reach their financial goals. I have worked as a Financial Advisor to investors, having been named as one of the recipients as one of Wells Fargo Advisors Financial Network Platinum Council in 2021. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.My mission is to provide every client with targeted, comprehensive financial advice and portfolio management - delivered with the highest level of personal service and professional integrity. This commitment to service also carries over to my involvement with our local community. For more than 30 years, I have been involved and served on the board of directors of several civic and community organizations, including the Albany Symphony and the Anchorage. I was appointed by the City of Albany as a founding member of Albany's Historic Preservation Commission. I currently serve as a federal arbitrator for the Financial Industry Regulatory Authority (FINRA) and am a former Board Member of the Albany Museum of Art. Originally from Massachusetts, I made my home in Albany with my wife, Gennie, who works in Behavioral Health and Addictive Diseases. This information is intended for use by residents of AL, AZ, DC, FL, GA, KY, LA, ME, MS, NC, SC, TN, TX, and WA only.Please contact me by e-mail, scott@uplandwa.com or by phone, (229) 800-8120. I cannot respond to messages through LinkedIn./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.