Business Description

Scott began his career in the financial services industry with Lincoln Financial Advisors in 2003. Shortly thereafter, Scott became a partner with Mosaic Consulting in 2005. Scott specializes in financial, estate and business planning with individuals, professionals and business owners. Scott has been very successful in developing a planning practice that currently has clients in eleven states.

As a comprehensive financial planner, Scott has the expertise necessary to solve complex financial problems for his clients and to help improve their quality of life now and in retirement.

Scott has excelled as a student by earning the prestigious CERTIFIED FINANCIAL PLANNER certification in 2003. He also obtained the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning in Edgewood, CO in 2007. Scott completed his Bachelors of Business Administration degree in Finance from the University of Wisconsin - Eau Claire, graduating with cum laude honors. He went on to earn his Master of Business Administration degree in Finance from the American University in Washington, D.C. in 1999.

Scott is active in a variety of community organizations including the Mt. Lebanon Sunrise Rotary Club, the Association for Corporate Growth, the South Hills Chamber of Commerce, the Canonsburg Chamber of Commerce, the Financial Planning Association and the Estate Planning Council of Pittsburgh.

Born in Waukesha, WI, Scott currently resides in Mt. Lebanon with his wife, Mary and their young daughter, Nevada. Scott enjoys golfing, basketball and fitness training.

General Information

Gender:

Male

CRD#:

4687969

Firm CRD#:

3978

Name of Broker/Dealer:

Lincoln Financial Advisors Corp.

States Licensed in:

CA, MD, NJ, NC, OH, PA, VA, WI, WV, DC, TX

States Willing to do Business in:

all 50 states

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Businesses, Non-Profit Organizations, Individual Investors

Education

Academic Background

MBA, Finance - American University
BBA, Finance - University of Wisconsin, Eau Claire

Services

Investment Types:

Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Mutual Funds, Commodities, Insurance, Annuities, Stocks, Bonds

Qualifications & Memberships

Certifications, Accreditations & Designations:

CERTIFIED FINANCIAL PLANNER™ Certificant, MBA, Chartered Retirement Planning Counselor (CRPC®)

Securities Licenses:

Series 7, Series 65

Insurance and Annuity Licenses:

Disability, Life, Health, Annuity, Accident, Variable Life, Long Term Care, Variable Annuity

Financial Organization Memberships:

Estate Planning Council of Pittsburgh, Financial Planning Association (FPA)

Non-Financial Organization Memberships:

Chamber of Commerce
Ameican Sportfishing Association
Rotary Club

Firm Information

Number of Advisors in Office:

10 - 99 employees

Assets Managed by Firm:

$500,000,000

Compliance

Registered Representative:

Yes

Investment Advisor Representative:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-based financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

$25,000

Compensation Methods:

Based on Assets, Commissions, Flat Fee

Prepared By:

Scott Deaton