PALM BEACH COUNTY ESTATE PLANNING COUNCIL

Scott is the Managing Director of the Northern Trust Stuart office based in Stuart, Florida. The Wealth Team advises on nearly $1 billion of client assets.

Scott leads his team’s client service capabilities, coordinating and implementing investment and broader wealth strategies for private clients and small to mid sized tax-exempt and institutional clients. In addition to client service and delivery, he devotes time to business development and firm management.

Scott joined Northern Trust in 2007 and has over 15 years of experience as a Portfolio Manager.  Prior to his current role, Scott was an Investment Practice Leader for Northern Trust and involved in the training and development of Northern’s Financial Advisors. Scott earned a B.A. in Finance from Palm Beach Atlantic University and MBA in Management from the University of Miami.

Roads is an active member of the community and lends his experience to many nonprofit organizations. He currently serves on the Board of Directors for Treasure Coast Hospice, Chairman of the Finance Committee of the Family Church and Fleet Captain of the Palm Beach Sailing Club. 

Palm Beach County Estate Planning Council appreciates the support of the sponsors for the October Meeting.
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