Scott WrayCEPA Financial Advisor (888) 717-2921
Scott Wray Specializes In:
- High Net Worth Investors
- Retirement Planning
- Portfolio Growth
- Multi-Generational/Estate Planning
- Custodial Accounts, 529 Plans
Fort Wayne, Indiana
FINRA SIE, Series 7, 15, 63, 65; Indiana Life/Health & Variable Annuity License
Scott began his career as a financial advisor in 1982, his 40-year tenure includes working with large firms such as Wells Fargo, CITI Group and Lehman Brothers.
Throughout the years he has developed a cost-effective, personalized, and reliable approach to investing. He prides himself on the fact that he takes a step-by-step approach starting with analyzing your financial goals and comparing them to your current investments, with the ultimate goal to construct an overall plan for all of your investments, regardless of where they are held, with elements including your employer’s retirement plan, personal retirement plans, after tax investments, life insurance, long term care solutions.
Scott serves on the Financial Committee of Stop Child Abuse Now (SCAN).
Away from the office, Scott enjoys going to the lake, golfing [although he claims he’s not very good] and farming, he raises British White Park Cattle. Scott and his wife Beth live just outside of Fort Wayne in the Arcola area and have three adult children: Carl, Daniel, and Allison.