Scott Rose

Scott Rose is a seasoned financial advisor with a 25+ year track record of delivering personalized financial guidance to private business owners and high-net-worth families.

Scott's approach to financial advising is centered on understanding each client's full financial picture, including their goals, values, and priorities.  He then builds a tailored plan focused on tax efficiency, liquidity, simplicity, and long-term goals, working with each client's CPA and attorneys as needed and taking guidance from those respected professionals. This holistic methodology allows Scott to provide comprehensive guidance that keeps everything connected and clear for his clients.

Scott's recent affiliation with LPL has given him the independence to focus on delivering dedicated, personalized service to his clients, and he's excited about the ability to brand and market his services in a way that truly reflects his professional identity.

A graduate from the University of Maryland’s College of Behavior and Social Sciences, he holds Series 7, 63, and 65 licenses through LPL and brings a true commitment to helping his clients pursue their goals.  Outside of his professional pursuits, Scott enjoys golf, skiing, and most of all, spending time with his family, including his wife Leigh and their two children, Samson and Skylar. He is also committed to giving back to his community through his support of organizations like Tikva Children's Home.