Todd Scott
Regional Vice President

Todd Scott is a seasoned insurance professional with over 30 years of experience in the industry. He specializes in direct distribution and consumer leadership. His expertise encompasses sophisticated strategies for high-net-worth families, executives, business owners, and professional advisors, focusing on wealth preservation, transfer, and business plan funding.

Todd has leveraged technology throughout his career to help clients find suitable insurance policies, particularly within banks and credit unions. He collaborates closely with financial advisors, clients, and attorneys, employing a consultative approach to address estate planning, wealth management, charitable giving, business succession, and executive compensation.

Todd is proficient in advising on estate planning, long-term care, and annuities. His focus is on wealth preservation and transfer strategies tailored for high-net-worth individuals. He has completed coursework in Business Administration and holds Life and Health Insurance licenses across all states. Additionally, Todd is licensed under FINRA Series 6, 7, and 63.

Outside of his professional commitments, Todd enjoys spending quality time with his daughters and is passionate about outdoor activities. This balance enhances his holistic approach to client service and financial planning.