Scott Masters, CFP®
First Vice President,
Financial Advisor
Direct:
(440) 835-6815(440) 835-6815
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
I work with individuals and businesses that are looking to make the right financial decisions now, to help create a successful future for themselves, their families and their employees. As a Certified Financial Planner I believe that with proper planning and understanding, we can successfully navigate all the challenges that people face today in a simple, tax efficient manner. My focus includes personal retirement planning, education planning, legacy and estate strategies as well as business retirement plans such as a 401(k)’s.
I graduated Magna Cum Laude from Arizona State University with a Bachelor’s degree in Business Management. I then spent several years as a PGA Professional running a private Ritz-Carlton managed facility in Sarasota, Florida before moving back home to Ohio to be closer to family. Since joining Morgan Stanley, I’ve earned the Certified Financial Planner Designation (CFP®) as a way to adhere to a higher standard of education and care for my clients.
I enjoy being involved with the local community and like to give back by working with the Second Harvest Food Bank of North Central Ohio.
My wife and I live in Avon with our two sons, Parker and Connor. Outside of the office I enjoy golfing, running, traveling and time with my family.
I would welcome the opportunity to discuss any questions you may have. Please call me directly at 440-835-6815.
I graduated Magna Cum Laude from Arizona State University with a Bachelor’s degree in Business Management. I then spent several years as a PGA Professional running a private Ritz-Carlton managed facility in Sarasota, Florida before moving back home to Ohio to be closer to family. Since joining Morgan Stanley, I’ve earned the Certified Financial Planner Designation (CFP®) as a way to adhere to a higher standard of education and care for my clients.
I enjoy being involved with the local community and like to give back by working with the Second Harvest Food Bank of North Central Ohio.
My wife and I live in Avon with our two sons, Parker and Connor. Outside of the office I enjoy golfing, running, traveling and time with my family.
I would welcome the opportunity to discuss any questions you may have. Please call me directly at 440-835-6815.
Services Include
- Financial PlanningFootnote1
- 401(k) Rollovers
- Alternative InvestmentsFootnote2
- Asset Management
- Cash ManagementFootnote3
- Endowments and FoundationsFootnote4
- Estate Planning StrategiesFootnote5
- Trust AccountsFootnote6
- Sustainable InvestingFootnote7
- Exchange Traded FundsFootnote8
- Long Term Care InsuranceFootnote9
Securities Agent: VA, CO, TX, MA, IL, DE, TN, SC, NV, NH, LA, DC, OR, ME, AL, KY, PA, NC, MI, MD, IA, VI, NM, GA, CA, WA, MN, IN, AZ, WI, KS, OH, NY, ND, CT, WY, NJ, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 1638794
CA Insurance License #: 0M68416
NMLS#: 1638794
CA Insurance License #: 0M68416
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
My Values Clients
As part of the Hageman Masters Group, we work with a large demographic of individuals and families from all over the country helping guide them through the financial planning process. Below are some of the types of clients we have dedicated our career to servicing:
• Business Owners and Corporate Executives
• Non Profits and Foundations
• Families in need of retirement and education planning
• Pre-Retirees striving to preserve and grow their wealth
• Individuals experiencing a significant life event such as a job change, divorce, loss of a spouse, or a large inheritance
• Non Profits and Foundations
• Families in need of retirement and education planning
• Pre-Retirees striving to preserve and grow their wealth
• Individuals experiencing a significant life event such as a job change, divorce, loss of a spouse, or a large inheritance
A Disciplined Process Focused on You
The Hageman Masters Group was formed with the goal of addressing all of our clients concerns under one roof, with one trusted advisory team. We work in a capacity with our clients which requires us to always put your best interests first. Together, we will define what is most important to you and your family, and develop the strategies to help you get there. Through each step, we will provide advice and investment insights to construct a plan that is personalized to your goals.
Step 1: Get to Know Each Other
• Listen carefully to understand what is important to you, your family, and your legacy
• Identify circumstances unique to your personal situation
• Identify your present and future financial goals
• Identify circumstances unique to your personal situation
• Identify your present and future financial goals
Step 2: Assess Your Unique Situation
• Gather important data, documents, and financial statements
• Analyze your current investment and cash management strategies
• Analyze a vast array of information important to you such as the rising costs of healthcare, social security concerns, estate planning strategies, and long term care
• Analyze your current investment and cash management strategies
• Analyze a vast array of information important to you such as the rising costs of healthcare, social security concerns, estate planning strategies, and long term care
Step 3: Develop Your Comprehensive Financial Plan
• Develop a personalized plan using proprietary tools and insights from Morgan Stanley
• Integrate any alternative investments into your overall strategy where appropriate
• Incorporate insurance and estate planning strategies
• Address all current and future income needs
• Integrate any alternative investments into your overall strategy where appropriate
• Incorporate insurance and estate planning strategies
• Address all current and future income needs
Step 4: Implement Your Plan
• Address each of your unique goals with a tailored approach
• Prioritize activities and establish timelines
• Set up tools to provide convenient access to your accounts
• Coordinate strategies with your CPA and estate attorney if applicable
• Prioritize activities and establish timelines
• Set up tools to provide convenient access to your accounts
• Coordinate strategies with your CPA and estate attorney if applicable
Step 5: Deliver Ongoing Service
• Schedule regular calls and meetings to monitor progress towards your goals
• Apply a strict due diligence process to evaluate investment performance
• Provide ongoing updates to ensure your plan is implemented as expected
• Determine if any adjustments are needed, since personal goals and market conditions can change over time
• Apply a strict due diligence process to evaluate investment performance
• Provide ongoing updates to ensure your plan is implemented as expected
• Determine if any adjustments are needed, since personal goals and market conditions can change over time
Location
159 Crocker Park Blvd
Ste 460
Westlake, OH 44145
US
Direct:
(440) 835-6815(440) 835-6815
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Scott Masters today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
7The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
8An investment in an exchange-traded fund (ETF) involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor’s ETF shares, if or when sold, may be worth more or less than the original cost.
Investors should carefully consider the investment objectives, risks, charges and expenses of an exchange-traded fund (ETF) before investing. The prospectus contains this and other information about the ETF. To obtain a prospectus, contact your Financial Advisor or visit the ETF company’s website. Please read the prospectus carefully before investing.
9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
7The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
8An investment in an exchange-traded fund (ETF) involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor’s ETF shares, if or when sold, may be worth more or less than the original cost.
Investors should carefully consider the investment objectives, risks, charges and expenses of an exchange-traded fund (ETF) before investing. The prospectus contains this and other information about the ETF. To obtain a prospectus, contact your Financial Advisor or visit the ETF company’s website. Please read the prospectus carefully before investing.
9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
