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Scot Reynolds, CLTC®

Scot Reynolds, CLTC®

Partner | Financial Advisor

Scot Reynolds, CLTC®
Partner| Financial Advisor
Phone: 781-587-3830
301 Edgewater Place, Suite 116
Wakefield, MA 01880

Scot A. Reynolds, CLTC
Partner, Financial Advisor

I believe a financial advisor should take a comprehensive and personalized planning approach when working with clients. We strive to listen to what’s important to our clients and sit on the same side of the table as them, to help walk them through the important financial decisions in their lives.

Contact Information


Credentials, Experience, & Education
Series 7, 63, 65 Securities Registrations
Bachelors of Science, Business Administration, University of Maine
In Practice since 2007

Role Within BPWM
Financial Advisor & Wealth Manager
Needs-Based Financial Planning
Portfolio Construction & Strategy Implementation

Personal Interests
Resides in Andover, MA with wife Jill and daughters, Vivienne & Isabelle.
Enjoys Golf, Snowboarding & other outdoor activities
Enjoys Cooking & Wine Tastings