Richard D. Scott, CLU®

LPL Financial Planner

Rich Scott, a Registered Representative with LPL Financial, specializes in working with small business owners and professionals, focusing on retirement planning, including Medicare and Social Security strategies.

Areas of Expertise

  • Retirement Planning
  • Estate Planning Strategies
  • Wealth Management
  • Social Security
  • Medicare Planning

Personal Information

Rich resides in Berwyn, PA with his wife, Carla, and enjoys spending time with their four children and six grandchildren.

Community Involvement

Rich has been actively involved in his community for over 35 years, serving as an Elder and Trustee at his church. He has also served on the boards of Daemion Counseling Center and Cornerstone Christian Academy.

Certifications

  • FINRA Registrations: Series 7, 24 and 63 held through LPL Financial
  • Life and Health Insurance Licensed
  • Chartered Life Underwriter (CLU) designation

Education

  • Bachelors of Arts in History, Ursinus College
Phone 484-328-8441
E-mail