Scott Silver Email & Phone Number
Managing Director, Senior Wealth Advisor @ Lido Advisors, LLC
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Scott Silver Location
- New York, NY, US
Scott Silver Work
- 2025 - now Managing Director, Senior Wealth Advisor @
- 2017 - 2025 Partner, Co-Founder @
- 2013 - 2025 Partner, Co-Founder, Chief Financial Strategist @
- 2007 - 2014 President and CEO @ Cincy MedEd, LLC
- 1997 - 2013 Financial Strategist @ The Paragon Financial Group
- 1994 - 1996 Owner @ Silver Enterprises
Scott Silver Education
- The American College
(Chartered Financial Consultant • Chartered Special Needs Consultant)
2007 - 2013 - Xavier University
(Executive Certificate in Financial Planning (CFP))
2003 - 2004 - School for Creative and Performing Arts
(Music)
1988 - 1991 - Xavier University
(CFP Training)
Scott Silver Skills
- Wealth Accumulation Strategies
- Wealth Conservation Strategies
- Wealth Distribution Strategies
- Wealth Management
- Succession Planning
- Financial Planning
- Portfolio Management
- Retirement Planning
- Estate Planning
- Business Planning
- Business Strategy
- Financial Analysis
- Investments
- Strategic Financial Planning
- Charitable Gift Planning
- Charitable Remainder Trusts
- Strategic Thinking
- Wealth
- Asset Managment
- Strategies
- Disability Insurance
- Life Insurance
- Permanent Life Insurance
- Managed Money
- Asset Allocation
- Asset Protection
- Risk Management
- Investment Strategies
- Securities
- Retirement
- Financial Planners
- 401k
- Asset Management
- Finance
- Financial Advisory
- Fixed Annuities
- Marketing
- Project Management
- Marketing Strategy
- 401k Retirement Savings Plans
- 401 Retirement Savings Plans
Scott Silver Summary
- Scott Silver, based in New York, NY, US, is currently a Managing Director, Senior Wealth Advisor at Lido Advisors. Scott Silver brings experience from previous roles at Fountainhead Asset Management, Fountainhead Advisors, Cincy MedEd, LLC and The Paragon Financial Group. Scott Silver holds a 2007 - 2013 The American College. With a robust skill set that includes Wealth Accumulation Strategies, Wealth Conservation Strategies, Wealth Distribution Strategies, Wealth Management, Succession Planning and more. Scott Silver has 2 emails and 1 mobile phone numbers on RocketReach.
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