Back To Team
image of HASH(0x5626a644ebc0)
LinkedIn

(954) 289-9000

Scott Lam, CFP®

Wealth Advisor

Scott is devoted to providing our clients with the care and attention needed to create, customize, and maintain their financial plans. He works closely with families to understand their financial profile in order to help them manage their desired financial lifestyle. Scott backs his outstanding customer service with his in-depth skills as an enrolled agent, a licensed tax practitioner, and a CERTIFIED FINANCIAL PLANNER™, which is an advanced designation for creating personalized comprehensive financial planning.

Prior to joining MG&A Wealth in 2019, Scott worked at Municipal Credit Union in New York City for the prior seven years, most recently as a Wealth Management Consultant.

He earned a Bachelor of Arts degree in Economics from the University of Florida, and currently holds the FINRA Series 7 and Series 66 registrations.

Scott lives in Coral Springs where he is a “home DIY-er.” His hobbies include basketball, running, videogames and movies.