Scott Lord's Linkedin Analytics

As Managing Partner of the firm, I bring over two decades of financial services experience to my clients. While specializing in asset management, my experience extends across a full menu of financial planning services. Having been in the industry for over 23 years, I formerly served as Executive Director at CIBC World Markets and a Senior Vice President at Oppenheimer and Company, as well as Managing Director at Principal Financial Group. At Madison Oaks Wealth Partners, LLC., I apply my institutional knowledge to provide clients with a truly personal investing experience. A graduate of the University of Scranton, I earned my MBA from Hofstra University along with the Executive Certificate in Financial Planning from Duke University. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, I also hold my FINRA Series 7, 24, 55, 63 & 66 securities licenses. ABOUT MADISON OAKS WEALTH PARTNERS Madison Oaks Wealth Partners is a full service independent wealth management firm. At Madison Oaks Wealth Partners we employ a client-centered process designed to help affluent investors and retirees take command of their wealth. As your strategic partner, we apply our expertise and seasoned perspective to building sophisticated solutions that integrate all aspects of your financial life. Advisory services offered through Wealthshield Partners LLC (WealthShield), an investment adviser registered with the SEC, DBA Madison Oaks Wealth Partners, (“Madison”). Securities offered through Kingswood Capital Partners, LLC member (FINRA http://www.finra.org/ https://www.sipc.org/). WealthShield and Madison are not affiliated with Kingswood. Registration does not imply a certain level of skill or training. More information about Emerald can be found in Form ADV Part 2 which is available upon request. For more information, please see our website at http://www.madisonoakswp.com/. For a list of social media disclosures please visit https://wealthshieldpartners.com/social-media-disclosure