Greg Scott


SVP/President, Summit Wealth Management Group
Branch Manager, RJFS

Greg Scott is President of Summit Wealth Management Group where he is responsible for the supervision and management of all aspects of the wealth management team. He earned his bachelor's degree in information systems from George Mason University and a Master in Business from Boston University.  Greg holds several securities licenses including Branch Manager and Registered Principal.

Greg has more than 13 years of financial advisory experience.  With his background, Greg brings a disciplined and passionate approach to wealth management.  His areas of expertise include high net worth individuals and families, multi-generational planning and business owners.  As the leader of the wealth management team, his capabilities include:  personal financial planning, holistic wealth management, pre-retirement and retirement planning, business succession planning.

Prior to his career in finance, he served 10 years in the U.S. Marine Corps as a helicopter pilot and retired from the Florida Air National Guard in 2015 attaining the rank of Lieutenant Colonel.

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