Todd Scott
Brokerage Director
Todd Scott serves as a Brokerage Director for Highland. Todd is a seasoned insurance professional with over 30 years of experience in the industry. He specializes in partnering with financial advisors, CPAs, and attorneys to design and implement wealth transfer, business-succession, and tax efficient strategies for high-net-worth and ultra-high-net worth clients.
He works closely with financial advisors, clients, and attorneys using a consultative approach to address estate planning, wealth transfer, charitable planning, business succession, and executive compensation strategies. His ability to provide objective analysis and tailored guidance ensures each client receives practical and customized solutions.
Prior to Highland, Todd served as a wealth planning specialist at Merrill Lynch, Time Financial and E4 Insurance Services.
Todd has his Life and Health Insurance licenses, as well as his Series 6, 7, and 63 licenses.
Outside of work, Todd enjoys spending time with his daughters and is an avid outdoorsman.
Registered Representatives and Investment Advisory Representatives offer securities and investment advisory services through Osaic Wealth, Inc. member FINRA/SIPC. Highland and Osaic Wealth, Inc. are subsidiaries of Osaic, Inc. Other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.