
Bob Scott CFP®, AAMS®
Bob Scott has been in investments and investment banking since 1987. Bob began his career as a financial analyst at Kidder, Peabody & Co., in New York City. Later he accepted a position with Alex Brown & Sons in San Francisco as a senior analyst. As an analyst he specialized in mergers and acquisitions and raising capital for companies in the public market.
In 1993, he moved to Denver and became managing principal at Rockmont Capital Partners, a private investment company that invests in and acquires public and private companies.
In February 1999, Bob and his family relocated to Pagosa Springs and opened an office for Edward Jones Investments where he became a limited partner. In February 2007 Bob affiliated with Raymond James Financial Services, Inc., and formed Scott Strategic Investments, LLC.
Bob received a bachelor's degree in business administration and international relations from the University of Southern California and an MBA from the University of Denver. Bob is a CERTIFIED FINANCIAL PLANNER™ practitioner and completed the Accredited Asset Management Specialist (AAMS) professional education program offered by the College for Financial Planning.