Scott Stevens

Vice President - Investments

Education and Licensing

  • BA - Busines Management
    Hartwick College
    Oneonta, NY
  • Series 7 - General Securities Representative
  • Series 65 - Investment Advisory Agent
  • Series 63 - Uniform State Exam
  • Life Accident & Health Licensed

Personal Hobbies, Clubs and Associations

  • Enjoys ice hockey, golfing, hiking and the outdoors
  • Outward Bound Alumni and Supporter

Prior Business Experience

  • 2018 - 2018: Raymond James
    Vice President - Investments
    West Hartford, CT
  • 2009 - 2018: Morgan Stanley
    Vice President - Investments
    West Hartford, CT
  • 1993 - 2009: Smith Barney aka Citigroup Globals Markets
    Vice President - Investments
    West Hartford, CT
Phone 860-777-1793
Fax 860-255-7774