Scott Spicer

Financial Professional
813.384.3888 ext. 206

Professional Experience:

Scott is a graduate of the University of South Florida where he earned a bachelor’s degree in Finance.  Scott spent several years as a professional golfer before transitioning to the financial services industry.  For over 20 years, Scott has been helping families, professionals and business owners reach their financial goals.  He’s also given back to the industry through his work as Past-President of the Tampa chapter of the National Association of Financial Advisors.

Connecting during COVID: I am available to meet with you over the phone or via Zoom. If you would prefer to meet in person, we will gladly do so while implementing measures with your safety in mind.

Credentials:

  • General Securities Representative – Series 6
  • Life, Health and Variable Annuity Insurance Agent
  • Bachelor of Science – Finance – University of South Florida

Professional Services:

Business

  • Business Succession Strategies
  • Business Valuation Analysis
  • Buy/Sell Agreements and Funding Strategies
  • Executive Compensation and Incentive Plans
  • Key Employee Protection and Retention Strategies
  • Employee Benefits
  • Business Retirement Plans

Personal

  • Family Protection Strategies
  • Risk Management
  • Retirement Strategies
  • Investment Strategies and Wealth Management
  • Education Funding
  • Estate Planning
  • Charitable and Gifting Strategies

 

Scott Spicer is a registered representative with Securian Financial Services, Inc 33865384DOFU10/21