Ronald C. Scott

CFP®, AEP®, CFBS, ChFC®, CLU®, CLTC, MBA

FINANCIAL PLANNING & ADVANCED MARKETS

One Penn Plaza, Suite 2035
New York, NY 10119-0002
718-567-3128

ABOUT RON

Ron Scott is the Head of Financial Planning at MArk Advisory, where he is responsible for Advanced Financial Planning, Retirement Planning, Trust & Estate Planning, Business Succession Planning, Charitable Gifting Strategies, and multi-generational Wealth Transfer strategies. With over 18 years of experience in the financial services industry, Ron brings a diverse background ranging from industrial engineering to enterprise-wide IT systems implementation to management consulting.

Ron is also an experienced instructor, having taught for over 12 years with a focus on the Tax, Retirement, and Estate Planning modules of the Certified Financial Planner (CFP®) certification education program and review courses, both in a traditional classroom and live online. Additionally, he teaches Finance and Economics courses at the undergraduate level. Ron holds a BS in Mechanical Engineering from the Polytechnic Institute of New York and an MBA in Management Science from Pace University.

Ron lives on Staten Island with his family and enjoys playing drums in his spare time. His extensive experience and passion for education make him a valuable asset to the MArk Advisory team, where he works to help clients achieve their financial goals through comprehensive planning and strategy.

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