Scott Zurat in

Scott Zurat

Examiner · DISC type cs
CFP, CLU, ChFC, CASL, REBC, AEP, Wealth Management Advisor at Northwestern Mutual
📍 New York, United States

Scott Zurat is a highly accomplished Wealth Management Advisor at Northwestern Mutual with over 30 years of experience, specializing in financial planning for physicians and dentists. A graduate of St. John Fisher College, he has been recognized by Forbes as a Top Financial Security Professional.

Originally from the Rochester, NY area, Scott now resides in Fort Myers, Florida with his wife and son. He is an avid golfer and member of the Oak Hill Golf Club, and also enjoys traveling and working out. He actively supports philanthropic causes, including childhood cancer research.

Unique Fact: Scott has earned "Top of the Table" honors from the Million Dollar Round Table, placing him among the top financial professionals worldwide.

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Experience
36 Years
Current Role
CFP, CLU, ChFC, CASL, REBC, AEP, Wealth Management Advisor
Location
New York, United States
Personality Overview

How Scott shows up

Late Adopter
Tough To Convince
Process Oriented

They do not like taking risks at all and go for proven options in the end. They are quite aware of their needs and limitations, so they are unlikely to over-promise. Being observant comes to them naturally.

Priorities

Topics Scott cares about

Wealth Management
He has over three decades of experience creating comprehensive financial plans and providing investment services for high-net-worth clients.
Advising Medical Professionals
His professional biography highlights a long-standing specialization in working with physicians and dentists on their unique financial needs.
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Career

Work history

1989
CFP, CLU, ChFC, CASL, REBC, AEP, Wealth Management Advisor
Northwestern Mutual
In the press

Media appearances

Scott Zurat, Wealth Management Advisor - Fort Myers, FL 33913. Featured in Northwestern Mutual
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Education
1986 - 1989
Bachelor of Science (B.S.)
St. John Fisher University
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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