Michaela F. Scott, CFP®, CLU®, ChFC®, AIF® RICP®

Michaela F. Scott, CFP®, CLU®, ChFC®, AIF® RICP®

Vice President

Phone: 978-689-6912
Fax: 978-689-0952
E-mail:
 

Both inside the firm and with clients and friends, Michaela has earned a reputation of sitting on the client’s side of the table. Michaela takes a team approach, leveraging top talent and resources to find the right solutions. The solutions are to the point, understandable, implementable and address each client’s unique financial goals and most pressing concerns.

Clients include closely held businesses, individuals and families at all stages; from accumulating and protecting wealth, to those looking at how to best enjoy it in retirement. In addition, she works on committees for higher net-worth individuals needing to make sure they have the most effective estate plan for multigenerational wealth transfer or charitable giving. Clients will tell you working with Michaela is refreshing as she clearly loves what she does. She listens to them, addresses what they want and gives advice with only them in mind. Her commitment to client-centered relationships is evident in her successes.

Michaela is a perennial award recipient of “Achieving Client Excellence”, one of the highest honors that Signator Investors bestows on financial professionals within the national network. She was also awarded the "New Associate of the Year Award" for ongoing service to clients with exemplary performance and integrity.

Michaela is a Qualifying Member of the Million Dollar Round Table, considered the premier and most exclusive association for financial professionals. MDRT is an international network of leading financial advisors who serve their clients with highest standards of ethics, knowledge, service and productivity.

She is an Investment Advisor Representative and was awarded the Five Star Wealth Manager Award by Boston Magazine, an honor presented to less than three percent of the advisors in the Greater Boston area.

She is charitably inclined and enjoys volunteering with her Rotary Club bringing support and opportunity to people in her local community and on international aid projects. She spends free time with her husband, Jeff and black lab, Lola at their home in Hampton, NH, oftentimes hosting friends, cooking and spending time at the beach.

Designations and Education

Saint Anselm College – Honors BA in Politics Cum Laude

CFP® Professional – Merrimack College, Chartered Life Underwriter®, Chartered Financial Consultant®, Retirement Income Certified Professional® - The American College, Accredited Investment Fiduciary®- Fi360

Memberships and Involvement

New Hampshire Estate Planning Council

Million Dollar Round Table (MDRT)

Signator Women’s Advisory Network– Board Member

Saint Anselm College Alumni Council

The Anselmian Alumni Professional Advisors Network – advise families and individuals on their estate planning, financial and charitable giving strategies.

Charitable

Rotary International

Cross-Cultural Solutions International Volunteer Team Leader (Ghana, India, Costa Rica)

CANRecover Foundation (Traumatic Brain Injury Support) – Board of Directors Treasurer

Industry Awards

Achieving Client Excellence-Signator Investors: Best in Class, Top 200 Advisors, Top 20 Manager

Five Star Wealth Manager Award – Boston Magazine (Advertised in the Wall Street Journal)

New Associate of the Year – BPFG, LLC

 

Certified Financial Planner Board of Standards Inc. owns the certification marks in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Registered Representative/Securities and Investment Advisory Services offered through Signator Investors, Inc. member FINRA, SIPC, a Registered Investment Advisor, 138 River Road, Suite 310, Andover, MA 01810 (978) 689-9303.  Boston Partners Financial Group, LLC is independent of Signator Investors, Inc. 103-20160412-287589

The Five Star Award is a client services award issued by Five Star Professional, based on an overall evaluation score of a wealth manager that reflects an average of all respondents and may not be representative of any one client’s experience. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Boston Magazine.