Scott A. Lumbatis, CIMA ®
As an Investment Strategist, Scott assists clients with investment portfolio design, rebalancing and trading. Scott also assists with the preparation of financial and retirement analyses, as well as with income tax preparation.
Prior to joining the firm in 2017, Scott served as Assistant Branch Manager for Scottrade, Inc. in Harrisburg where for 10 years he helped manage the office’s daily operations and assisted clients with their investment needs.
Scott holds the Certified Investment Management Analyst® certification, administered by the Investments and Wealth Institute.
Scott is securities licensed and maintains his Series 7, 63, 66 and 24 designations. Scott is licensed for Accident and Health, Life and Fixed Annuities, and Variable Life/Variable Annuities in the Commonwealth of Pennsylvania. Scott received his Bachelor of Art’s Degree in Business Administration from Lycoming College. He is married and has one son.