Seacoast Investment Services

WEALTH ADVISOR

Scott is a Wealth Advisor located in our Eastport office. He brings over 25 years of wealth management experience to Seacoast Wealth Management, having most recently served with Citizens First Wealth Advisors since 2017. Scott is known for his in-depth and holistic approach to financial planning, helping clients navigate complex financial decisions with clarity and confidence.

Scott holds a Bachelor of Science in Finance from the Barnett School of Business and Free Enterprise at Florida Southern College. He has also earned the CERTIFIED FINANCIAL PLANNER® certification and the Certified Investment Management Analyst® (CIMA®) designation through the Investments & Wealth Institute®, reflecting his expertise in both financial planning and investment strategy.

Scott primarily serves residents of The Villages, as well as business owners and professionals throughout Lake, Sumter and Marion counties. A lifelong resident of Lake County, he has witnessed the region’s dramatic growth over the past four decades and takes pride in providing clients with high-level financial planning and investment management as the community continues to evolve.

Scott can be contacted at Scott.Windsor@SeacoastBank.com

1. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

2. The Certified Investment Management Analyst® (CIMA®) is the international certification for financial advisors and investment consultants and one of the only professional certifications in financial services to meet international accreditation and quality standards. CIMA® advisors have completed a rigorous educational process and have demonstrated knowledge and competency in a variety of investment management topics that include portfolio theory and construction, investments, behavioral finance, economics and ethics.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Seacoast Bank and Seacoast Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Seacoast Investment Services, and may also be employees of Seacoast Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Seacoast Bank or Seacoast Investment Services. Securities and insurance offered through LPL or its affiliates are:

Seacoast Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.LPL.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.