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Scott W. Shaw

Scott W. Shaw

President & Senior Financial Advisor

Scott Shaw is an experienced professional with almost 2 decades in the financial services and financial planning industry. From a strong faith background, Scott integrates Godly financial principles into a financial planning approach. Scott serves the Doylestown and Philadelphia communities in all areas of financial planning including portfolio management, investment advice, protection planning, retirement planning, and estate planning.  Scott has securities and insurance licenses in multiple states.

Scott graduated from Vanderbilt University and from the Wharton Business School at the University of Pennsylvania with an M.B.A.  He serves on the Board of Christian Legal Clinics of Philadelphia providing free legal services to the poor in Philadelphia. Scott has also served on the Philadelphia Easter Seals Board and been a past president of the Plumstead Christian School Board. Scott played NCAA Division I sports at Vanderbilt and enjoys tennis, golf, and biking.  Married to Lynne Healey Shaw for over 38 years, they are the parents of 2 children – Matt and Kate.

Licensing:

Securities - Series 6, 63, 65

Insurance - Life, Health & Fixed Annuity