Scott McCool
Senior Vice President at Lenox Advisors
📍 New York, New York, United States
Scott McCool is a Senior Vice President at Lenox Advisors in San Francisco, specializing in financial planning, investment, and insurance for high-net-worth clients. A graduate of California State University, Chico, he has been recognized for his expertise and has built his career within the firm, rising from an Associate.
Outside of his professional life, Scott resides in the East Bay with his wife and two daughters, indicating a strong focus on family.
He was recently honored as one of Forbes 2024 Top Financial Security Professionals Best-In-State.
Read the full overview →Experience
13 Years
Current Role
Senior Vice President
Job Level
Leadership
Location
New York, New York, United States
Personality Overview
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Priorities
Topics Scott cares about
Comprehensive Financial Planning
His professional specialty involves creating integrated financial, investment, and insurance strategies for his clients.
Wealth Management
As a key part of his role at Lenox Advisors, he helps affluent individuals and families build and preserve their wealth for the future.
Career
Work history
1-2021
Senior Vice President
Lenox Advisors
1-2018 - 1-2021
Vice President
Lenox Advisors
12-2014 - 1-2021
Associate
Lenox Advisors
7-2014 - 12-2014
Senior Account Executive
Ricoh Americas Corporation
7-2013 - 12-2014
Account Executive
Ricoh Americas Corporation
Education
Bachelor's Degree
California State University, Chico
Social presence
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