Scott Steele, CFA® Founding Partner

Scott’s mission is to change the mindset of our teams, inspiring them to think more like business owners and pursuing strategies to build and enhance enterprise value. Scott helps our advisors evaluate business decisions through a quantitative lens and focuses them on operating their businesses efficiently. Scott is a co-founder of Concurrent Advisors and a managing partner at I&A Consulting.

Scott previously worked for Raymond James Financial in a variety of roles. His last stop was in the Succession Planning & Acquisitions department where he worked with advisors seeking to grow their practices through recruiting and acquisitions. Scott’s original background is in asset management, and he worked as an analyst on the Fixed Income team at Eagle Asset Management. Scott holds the Chartered Financial Analyst designation and a Master of Science in Finance degree from Florida State University.

Raymond James Financial Services does not endorse and is not associated with Scott Steele.