Scott Wilson

Scott brings a unique blend of financial expertise, business acumen, and nonprofit leadership to his role as Institutional Relationship Manager. With decades of experience spanning corporate finance, private wealth management, and institutional consulting, Scott is dedicated to helping organizations maximize the impact of their entrusted funds. His specialty lies in aligning investment strategies with each institution’s mission, ensuring that financial resources are managed to drive meaningful outcomes.

Scott’s approach draws on his background as a business owner, corporate executive, and nonprofit leader to offer insights that go beyond traditional investment advice. His career includes corporate leadership roles as well as ownership of multiple franchise businesses and an independent wealth management firm. These experiences have equipped him with a comprehensive understanding of operations, compliance, and strategic planning.

Scott holds a BS in Business Management from Newman University and earned a Retirement Planning Specialist designation from the Wharton School at the University of Pennsylvania. He has also completed specialized training in donor development, nonprofit innovation, and foundation management.

A passionate community advocate, Scott has served on numerous boards including the American Heart Association and the Andover Schools Board of Education, where he held multiple terms as president. He frequently attends nonprofit events and board meetings, offering his time and expertise to support local organizations.

Scott enjoys golf, tennis, church, and family time. He and his wife Susie have two grown children, Madison and Jacob. Each year, Scott attends a silent retreat in Nebraska, embracing a week of reflection and renewal.

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