Scott Robertson is a Financial Advisor and Executive Director at Morgan Stanley with more than 25 years of experience in the financial services industry. Scott has been privileged to assist his clients since 1996. He graduated from Clemson University with a degree in Financial Management in 1993 and completed the MIBS program in 1995 at the Darla Moore International Business School in Columbia with a concentration in international finance. As senior partner of The SAR Group, Scott focuses on client relationships, investment strategies, retirement and estate planning, and liability management. In addition to his master’s from USC, he holds the CERTIFIED FINANCIAL PLANNER™ designation.
Scott has been active in his community for years; he currently sits on the United Way Board of Anderson County. Scott also received the South Carolina Governor’s Legacy Award in 2021 for continual active board membership and community involvement. At various times throughout his career, he has served on the Boards of Habitat for Humanity, American Heart Association, Women’s Life Fellowship, and the Anderson University Board of Visitors.
Scott has been married to his wife, Melissa (native Andersonian), since 1995. They have two children, Thomas Christian and Samantha, and two dogs (or four legged children). Scott enjoys history, travelling, golfing, college football, and premier league soccer. He also enjoys spending time with his family and friends.
Services Include
- 401(k) Rollovers
- 529 Plans
- Asset Management
- Business Planning
- Business Succession Planning
- Cash Management
- Certificates of Deposit
- Education Planning
- Estate Planning Strategies
- Fixed Income
- Long Term Care Insurance
- Qualified Plans
- Retirement Planning
- Wealth Management
- Planning for Education Funding
- Qualified Retirement Plans
- Corporate Retirement Plans
- Financial Planning
Securities Agent: DE, AZ, TN, GA, UT, PA, NC, MO, SD, SC, MI, MD, CO, WI, TX, OK, FL, KY, CA, AR, VA, NY, NM, LA, NV, NH, MA, AL, IA, IL, CT, RI, NJ; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1312614