Our Story and Services

At the Fast/Scott Group, we help you plan for your financial future so you may enjoy what you dreamed of in retirement. Our practice is dedicated to preserving your wealth, creating retirement income and structuring your finances to leave a legacy. With our extensive experience in good and difficult markets, we help you to become financially fit for retirement and transition from accumulation to income generation when you retire.

We recognize that each individual’s financial goals and transition to retirement are unique, and each with its own challenges. Our skillful, comprehensive and disciplined process is personalized to your individual objectives. Our goal is to keep you on track, making adjustments as needed, so you can enjoy the fruits of your labor over the long-term.

Working with our team, you will experience first-hand one of our values - our clients always come first. We listen carefully, are dedicated to doing what is right and are responsive to your needs. We do not take the trust you put in us lightly. Each member of our team is committed to your success. We have a diverse set of skills to leverage each other’s strengths in developing your financial plan, while providing you with a top notch experience.

We look forward to the opportunity to speak with you about your financial goals and objectives.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

As experienced financial advisors, we believe the foundation of lasting relationships is based on shared values, confidence and trust. Helping you achieve your goals and objectives, and living the life you planned in retirement are our top priority. Today’s economic environment is complex. We use a disciplined process to help you accumulate wealth, preserve your wealth and receive a steady stream of income during your retirement years.

Initially, we meet to get to know each other, with the goal of helping you determine if our team is a good fit for your needs.

During the second meeting, we learn about you – your long and short term goals and objectives for you and your family, how you want to live your life in retirement, your risk tolerance, your assets from all sources and liabilities. We learn about your values and what is most important to you.

Leveraging the experience of our entire team, we create your comprehensive personalized financial plan. We bring all the financial aspects of your life together. The plan outlines where you are today financially and details the strategy to help meet your goals. We leverage the wealth of resources at Morgan Stanley and take a conservative approach when choosing investments.

Once you approve the plan and it is implemented, together, we revisit it periodically and make adjustments as your life evolves. We communicate frequently and provide a high level of personalized service (and transparency).
    Our core values are our moral compass and guiding principles. They are what we value most and the foundation on which our relationship with you is built:


    - Clients come first: We act with integrity and develop lasting relationships because we believe you always come first.

    - Exceptional service: Providing you with comprehensive solutions and personalized service is our top priority.

    - Knowledgeable: We believe it is imperative that we attain and maintain high levels of institutional knowledge in financial planning, retirement planning, estate planning strategies, investments and tax strategies to best serve you.

    - Community involvement: Giving back to the communities where we live and work does not just feel good, we feel it is the right thing to do.
      We have had a long commitment to bettering our communities and believe it is one of the most important things we do. Individually, we are active in academic institutions, bringing more business to the community and advocating for the cure of diseases.
      Some of our individual causes and charities are:
      • American Liver Foundation - Desert Southwest Division
      • Arizona State University Foundation
      • Fiesta Bowl Charities Giving Committee
      • Dean’s Council of 100 at Arizona State University’s W.P. Carey School of Business
      • Economics Club of Arizona State University
      • Healing Hearts Animal Rescue
      • U.S. Marshal Posse
      • Habitat for Humanity
      • AZ Foundation for Women

      Location

      14850 N Scottsdale Rd
      Suite 600
      Scottsdale, AZ 85254
      US
      Direct:
      (480) 624-5711(480) 624-5711
      Toll-Free:
      (877) 686-7661(877) 686-7661

      Meet The Fast/Scott Group

      Photo of Steve A Scott

      Steve A Scott, CFP®, CIMA®

      Senior Vice President, Wealth Advisor, Senior Portfolio Manager

      Phone:
      (480) 624-5711(480) 624-5711

      About Me

      Mark B. Fast takes a holistic, goals-based approach to wealth planning, asset allocation strategies and advisory services for families, business owners and professionals. Coming from a family of teachers, Mark has an affinity for educating clients on financial planning and investments to help them realize their dreams.

      For more than 20 years, Mark has been a Financial Advisor at Morgan Stanley or the predecessor firm. Prior to joining Morgan Stanley Wealth Management, Mark held various Analyst and Manager positions in the Finance Department at PDS/Walsh International/PMSI for over seven years.

      Mark is among a select group of financial advisors with Morgan Stanley who are qualified to directly manage client assets. He earned the Certified Portfolio Manager® designation through the Fu Foundation School of Engineering and Applied Science at Columbia University. The CPM® credential is designed to provide a deeper understanding of fundamental security analysis, asset allocation and portfolio management concepts for financial services industry professionals managing discretionary portfolios. He has attained the Family Wealth Advisor designation which focuses on the skills needed to deliver comprehensive, family-centric wealth management across generations.

      A graduate of Arizona State University with a Bachelor of Science in Finance, Mark earned his Masters of Business Administration from Grand Canyon University. A believer in giving back to the community, Mark supports ASU’s Foundation as a President’s Club member and is an active board member for the American Liver Foundation, Desert Southwest Division and the Fiesta Bowl. Mark received the 2013-2014 Fiesta Bowl Frank Snell Lifetime Achievement Award in recognition of his dedication and tireless work for the Fiesta Bowl. He enjoys watching college football, international travel, participating in cross-circuit training and spending time with his family.
      Securities Agent: TX, AZ, WY, WA, VA, UT, OR, OK, OH, NY, NV, NM, NJ, NC, MT, MO, MN, MI, MD, MA, IN, IL, IA, HI, FL, CO, CA, AL, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
      NMLS#: 1275783

      About Me

      Steve Scott has extensive experience as a Financial Advisor. He has been helping clients meet their financial goals through the many different market cycles since 1976. Steve focuses his practice on wealth preservation for pre-retirees and a creating a lasting income and legacy for those who have retired.

      With a life-long interest in the financial markets, Steve purchased his first stock when he was just nine years old, teaching him early on about investing. He began work in the financial services industry immediately after college to deepen his knowledge of investments.

      Steve has attained a high level of proficiency and a number of certifications as a Financial Advisor. He is a Certified Financial Planner®, a Certified Investment Management ConsultantSM and received his Certified Investment Management Analyst® designation through the Wharton School of Business. Additionally, Steve is a Portfolio Management Director and a Wealth Advisor at Morgan Stanley. As a Portfolio Manager, Steve is part of a select group of Morgan Stanley Financial Advisors who have successfully completed the rigorous Portfolio Management Certification Program and met established standards that are well-respected throughout the industry.

      In addition to his work as a Financial Advisor, Steve is committed to his volunteer work as a member of the Dean’s Council of 100 at Arizona State University’s W.P. Carey School of Business. He is also a former board member of Healing Hearts Animal Rescue and the Economic Club of Arizona State University. Member and supporter of the U.S. Marshall Posse, Phoenix Committee on Foreign Relations, Sandra Day O’Connor Patron’s Circle

      Steve received his B.S. in Business Administration from University of Nebraska at Kearney. He enjoys

      Traveling, Boating, Racing fan (NASCAR, Indy Car) and participating in the various volunteering opportunities with the U.S.Marshal Posse
      Securities Agent: TX, WY, WA, VA, UT, OR, OK, OH, NY, NV, NM, NJ, NC, MT, MO, MN, MI, MD, MA, IN, IL, IA, HI, FL, CO, CA, AZ, AL, AK; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
      NMLS#: 1395645

      About Me

      Ana Alburquerque is passionate about building lifelong relationships with her clients. She strives to be a trusted advisor to the families and organizations she works with, helping them to build their knowledge in and confidence of the financial planning and investing process. Helping each family grow, protect, and transfer wealth to the next generation, as well as provide a legacy to philanthropic causes that are closest to their hearts, are her primary goals. Being bi-lingual, Ana has a diverse client base and is able to help her Spanish speaking clients feel more comfortable in discussing their financial needs.

      In 2018, Ana joined the Fast/Scott Group at Morgan Stanley from Merrill Lynch. Prior to becoming a Financial Advisor, Ana spent more than 15 years as a consultant where she was responsible for developing corporate strategies, feasibility studies and driving internal process for both Fortune 500 and start-up companies. She incorporates her consultative skills in her work with clients to ensure their needs and goals are understood, and addressed most effectively.

      Ana was born in Argentina, raised in Costa Rica and has been calling Arizona her home since 2010. Ana earned her Master’s degree in Project Management from Laureate Intl University and her Bachelor’s degree in Mass Communication, from the University of Costa Rica.

      A firm believer in the importance of using our time, talents and resources to serve all those around us, Ana finds she leads a more fulfilling and purposeful life by giving back to the local and global community. She is part of the AZ Hispanic Chamber of Commerce and Phoenix Committee on Foreign Relations, supports Compassion Intl and Harvest India and enjoys volunteering with Habitat for Humanity and The Society of Saint Vincent de Paul. An avid reader and traveler, Ana loves visiting her family abroad and exploring new cultures, trying new foods and restaurants and leading an independent Bible study program for women.
      Securities Agent: AZ, WA; General Securities Representative; Investment Advisor Representative
      NMLS#: 1640680

      About Me

      Sue Ann Scott is client-relationship focused and passionate about helping clients assure their financial security during retirement. She provides financial strategies that can help clients feel more confident in volatile markets to allow clients to spend time doing what they enjoy most.

      With over 30 years of experience in the financial services industry, Sue Ann brings a broad range of knowledge and insights to her work with clients. She began her financial career in 1983 and joined Morgan Stanley in 1990.

      Sue Ann has achieved a number of professional designations reflecting her commitment to excellence in providing her clients guidance. This includes the CFP®, Estate Planning Consultant from the American College and Accredited Investment Fiduciary® from the Center for Fiduciary Studies (associated with the University of Pittsburgh).

      Along with Steve she enjoys traveling, boating, volunteering opportunities with the U.S. Marshall Posse, and an avid racing (NASCAR and open wheel) fan.

      About Me

      Maura Gill has over 24 years of industry experience. She began her financial services career in 1995 in Cleveland, Ohio. She relocated to Arizona in 2000 and joined our team in 2006. With all her industry licenses, years of experience and leadership skills, Maura is able to offer clients the help needed in all areas of operations and service. Maura’s primary responsibilities involve onboarding and developing new client relationships, proactive cultivations and maintenance of existing client relationships, key client contact for problem solving, money and security transfers, online access and team coordination. Maura has achieved the designation of Register Paraplanner™ from the College for Financial Planning.

      Maura lives in Scottsdale, Arizona. Outside of work she enjoys reading, spending time with family, friends and her border collie, Trigger. She and her boyfriend love to travel, motorcycle through the beautiful Arizona landscape and she is an avid scuba diver.

      About Me

      Geraldine Lane began her financial service career over 19 years ago and joined the Fast/Scott Group in 2006. Prior to joining our team she spent 4 years in New York with her prior firm supporting Private Banking clients in Latin America, Europe and the US. Geraldine is responsible for the team’s expenses, marketing and client support services.

      Geraldine was born in Paris and moved to Arizona when she 7 years old. She has a B.S. in International Marketing and is fluent in Spanish and French. A mother of 3 children she loves to vacation at beach locations and frequently goes to Paris to visit family.
      Investment and Market Perspectives

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