Scott Kennedy

Mr. Scott Kennedy is an Analyst at Hillcrest Wealth Advisors NY LLC.
He has over 20 years of experience in the financial planning and investment advisory field.
Prior to joining the firm, Scott was a financial planner at several global investment management companies and a boutique advisory firm.
He has worked with a diverse range of clients, including high net worth individuals, family offices, trusts, foundations, corporate executives, and business owners.
he provides comprehensive financial and investment planning.
His expertise includes designing customized portfolios, formalizing investment policy statements, plan implementation, cost control of portfolio fees, investment due diligence and portfolio rebalancing.
He is a graduate of Gordon College with a B.A.
in Business Administration and earned his Certified Financial Planner (CFP®) designation from the Certified Financial Planner Board of Standards.