Scott L. Dudley, MBA, AIF, PPC

Vice President

Scott L. Dudley is a Professional Plan Consultant (PPC^™) and Accredited Investment Fiduciary (AIF^™) with 14 years experience in the financial services industry. He has spent the majority of his career focused on the development of comprehensive wealth management strategies for individuals and organizations.

Scott provides fiduciary consulting services for qualified and non-qualified retirement plans and brings deep expertise in financial planning, asset management, and fiduciary consulting to the firm’s clients.

Prior to joining the firm in 2001, Scott was employed with Fidelity Investments for 5 years where he developed and implemented investment strategies for high net worth clients. He is licensed in both the securities and insurance fields through LPL Financial.

Scott is a 1994 graduate of New England College with a B.A. in business administration and holds an M.B.A. from Southern New Hampshire University.