We believe the cornerstone of financial planning is the recognition that everyone's economic and life situations are unique. Scott knows that personalized care and wealth planning are essential when matching clients with the right financial products and services.
Scott Jackson has been working in the financial industry providing financial strategies and investment services to clients for nearly 20 years. During that time, he has developed a financial planning process that provides families, non-profit organizations, and small institutions with a path designed to grow and protect their assets.
Formerly a Financial Advisor with Morgan Stanley and Smith Barney, he gained large brokerage firm knowledge and experience and later branched out to become a Partner at a boutique independent firm in Tampa, FL. In this role he was responsible for growing his individual business as well as helping to expand the footprint of the firm. The time then arrived where he outgrew his role at the previous company and would take on his next challenge as the co-founder and managing director of KASE Wealth Advisors based in Tampa, Florida.
His client-based planning approach provides the support and professional resources to deliver advanced investment strategies, and a customized Family Wealth Plan for individual clients.
His philosophy is based around the principle that education and understanding of your current financial situation is vital to making prudent investment decisions. If you have any questions about your current financial situation or wish to schedule an appointment, please contact us.
Scott successfully completed his Series 7, 31, 66 and the Life and Variable Insurance licenses.
"As an independent Advisor, I have the flexibility of an open investment platform; which provides the opportunity to find the financial investments best suited for the needs of my clients."