Scott Israel, CMFC®, AIF®

Scott Israel is an Accredited Investment Fiduciary® and Registered Investment Advisor (RIA) with over 25 years of industry experience in financial planning services and portfolio management for individuals and small businesses. Scott maintains Series 63 and Series 65 licenses, which qualify him as both a securities agent and an investment advisor representative.

Previously, Scott served as a Senior Wealth Advisor at TIAA Financial Services where he managed a portfolio of clients with over $1.5 billion in assets. Additionally, he led a team of advisors and sales assistants to support clients in building long-term financial plans aligned to their needs, wants, and wishes. In this role Scott would construct and monitor investment portfolios tailored to each client’s specific objectives and goals. He has been able to build multi-generational relationships and develop millions in annual income for his clients using the most productive and tax efficient income strategies.

Scott graduated from SUNY Buffalo with a Bachelor of Arts in Economics and Psychology.

In addition to his client involvement, Scott has served on the executive board of a local community organization and has been involved with several charitable organizations. He has been married to his wife, Kendra, for over 20 years and has two children - Dylan (16) and Kasey (12). In his spare time, Scott has coached youth sports for his kids, and he enjoys traveling, hiking, cooking, and staying active.