Scott Weissman Email & Phone Number

Scott is a Certified Financial Planner™ and Wealth Advisor, entrepreneur and now a Partner, Matrix Private Capital Group. Scott joined Matrix at the end of April 2019 after 22+ years at Morgan Stanley as an Executive Director. Scott's investment experience in the financial services industry began in 1992 as a credit analyst at ABN AMRO Bank in the commercial lending department. After learning the bank's expansive portfolio he moved into lending with the bank's North American subsidiary LaSalle National Bank. After deep and intensive interactions with the principals, Scott believed he could have a substantial impact on the executives lives as a personal financial advisor. Scott is securities licensed (series 7, 31, 63 and 65) since 1996, Scott is committed to helping his clients, their families and their businesses achieve their investment and financial goals. Scott and his clients have succeeded together based on three principals: putting client's interests first, providing exceptional personal service and taking a fully integrated approach to comprehensive wealth management.

Listed skills include Alternative Investments, Private Equity, Management, Financial Advisory, and 11 others.

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  Indiana University Bloomington

  English And Sociology