MICHAEL SCOTT CFA®

DIRECTOR OF WEALTH STRATEGY


Michael Scott, CFA, serves as Director of Wealth Strategy at CORE Wealth Advisors, where he bridges the gap between financial planning and investment strategy for CORE Wealth clients. He partners closely with clients to develop and execute tailored strategies designed to address complex financial needs. 

Michael integrates investment management with broader financial planning, helping clients navigate important decisions with clarity and confidence. Known for his strong analytical mindset and problem-solving ability, he brings a disciplined and thoughtful approach to aligning all aspects of a client’s financial picture. 

Michael earned his Bachelor of Science in Business Administration and his MBA from Florida Southern College. He is a Chartered Financial Analyst® (CFA) charterholder and a member of the CFA Society of Orlando and the CFA Society of Tampa Bay. 

Outside of the office, Michael enjoys cooking and baking, following college football, running, and staying active.