Scott Wiese
Scott Wiese, CFP® has been a financial advisor committed to helping individuals and small business owners since 1993. Scott’s focused approach to his business is to provide the highest possible level of service to his clients.
With an emphasis on financial planning, retirement planning and income strategies, he uses a multitude of customized products to support his clients’ goals. No matter your current net worth, Scott will work with you to create a plan to work toward achieving your objectives.
Driven by providing goals-based strategies to his clients Scott often travels to meet where convenient or has virtual meetings to personally review strategies. Scott is associated with LPL Financial as an independent financial advisor. As an independent, he is under no obligation to work with specific firms, agencies, or products, allowing him to provide a wide array of products and services to his clients.
Prior to affiliating with LPL Financial, Scott worked for Sun National Bank as a Vice President and Senior Financial Advisor for 12 years. He was a financial advisor at PNC Bank from 1999 until 2005.
Scott earned his Bachelors in Economics from Rutgers University in 1991, and achieved his Certified Financial PlannerTM certification in July 1999, doing coursework at Farleigh Dickson University.
In addition, he holds his FINRA Series 7 securities registrations with LPL Financial and is licensed in life and health insurance in NJ and PA.
Scott is married and is the father of three children. In his spare time, he enjoys bike riding and helping to develop today’s youth. He volunteers (and has throughout his adult life) for the Boy Scouts of America. Scott attained Eagle Scout in 1985 and was honored with the prestigious Silver Beaver in 2019. Scott is also a founding member of the Kiwanis Club of Bordentown, Current New Jersey district Kiwanis Treasurer and is a Past Master of Princeton Lodge No. 38, Free & Accepted Masons.
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- Kiwanis International
- Kiwanis International
- Rutgers Alumni
