Wealth Advisor
Market Leader
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, economic, and ethics.
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit
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