“I kind of think we got back to what we do best, and that's to be in front of our clients, talk to them directly, sit at their kitchen tables, and we felt the best way to continue to grow is really with the two of us doing what we do best.” – Walter Scott
For more than 20 years, Walter Scott and his business partner Thomas Whelan have been helping businesses and families work towards their financial goals, while continuing to help their firm, Whelan Scott Asset Management, evolve. Don’t miss this episode of Cambridge Stronger as Walter shares why his family was a driving force behind his decision to join our industry and how flexibility plays a role in his decision-making. Walter also explains why he chose SEI, a company that partners with Cambridge to provide up-to-date research and anticipate changing investor needs, and how he’s using technology offerings to grow his business and open up more time to spend with his family.
In Episode 197: Buying Your Time Back, Walter joins Cambridge CEO Amy Webber to discuss:
- The twists and turns of his career journey
- What flexibility means to him
- How and why he leverages SEI
About Walter Scott
Walter provides clients with uniquely designed wealth management solutions. He has spent over 20 years providing independent advice to clients and works hand in hand with the client's current team of service providers in order to produce seamless and effective financial strategies. Walter received his BA from the University of Florida and law degree from Seton Hall University and has spent much of his career working with accountants and attorneys providing their clients with a full range of financial advisory services. In addition to being a member of the NJ Bar, his knowledge and experience was recognized by the New York University – Stern School of Business, where he served as an adjunct professor. Walter lives in Somerset, New Jersey with his wife Rachel and their four children Emily, Walter Jr., Molly and Abigail.
Registered Representative, securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA & SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Whelan Scott Asset Management and Cambridge are not affiliated.
About Cambridge Stronger
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.
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