About Scott McEwan
Scott McEwan founded the McEwan Group at Morgan Stanley 18 years ago to help serve the highly focused needs of ultra-high net worth individuals and organizations.
The McEwan Group manages over $5.5 billion as of 12/31/23 for their clients that include high-net-worth individuals, entrepreneurs, and institutions. Scott's primary focus is on health care, cutting edge technology, start-ups, and the executives that serve them.
Scott currently resides on the West Coast. His first 15 years in the industry were in Boston and New York, of which he frequents.
In recognition of his exceptional service to clients, Scott has been named among the Barron's Top 1200 Financial Advisors (2022-2024), Financial Planning "Top 40 Brokers Under 40" (2022-2024), Forbes Best-in-State Wealth Advisors (2018-2023), Forbes Top Next Gen Advisors (2018-2023), Forbes Top 100 Next Gen Best-in-State Wealth Advisors (2019), and Financial Times Top 401 Retirement Advisers (2015-2018). Throughout his career, Scott has strived to improve his already impressive credentials by earning such prestigious industry designations as CERTIFIED FINANCIAL PLANNER (CFP™) and Chartered Retirement Plans Specialist (CRPS™ ). He is also one of the relatively few Morgan Stanley Financial Advisors to have earned the firm’s Family Wealth Director designation and was recently invited to join Morgan Stanley’s Alternative Investment Council.
2022-2024 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2022-2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2018-2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2018-2023 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2018-2023). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
2015-2018 Financial Times 401 Top Retirement Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2018; data 12/31/15 - 12/31/17,
Awarded 2017; data 12/31/14 - 12/31/16,
Awarded 2016; data 12/31/13 - 12/31/15,
Awarded 2015; data 09/30/13 - 09/30/14.
https://www.morganstanley.com/disclosures/awards-disclosure.html[QPA(R1]
Financial Planning 2024 Top 40 Brokers Under 40: Financial Planning (February 2024) Data compiled by Financial Planning based on time period from 02/02/2023 – 02/01/2024. For criteria & methodology, go to https://www.financial-planning.com/list/top-40-brokers-under-40-in-2024
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