Scott Portlock, CFP®, CLU®

     

     

    JK176533
     

     

    Senior Financial Consultant

    Financial Planning

    • Financial Consultant in BFG’s Individual Financial Consulting Department
    • Investment Adviser Representative Affiliated with Commonwealth Financial Network®
    • FINRA Series 7 and 63 Securities Registered
    • Life, Health, and Variable Insurance Licensed
    • CERTIFIED FINANCIAL PLANNER™ certification
    • Chartered Life Underwriter® (CLU®)

    Scott Portlock is a Senior Financial Consultant in BFG’s Individual Financial Consulting department. Scott analyzes each client’s current situation in relation to their goals to develop a written financial plan, which includes action steps to achieve the desired result. He then monitors the financial plan with support from his team to ensure that action is progressing per the timeline identified in the financial plan. In addition to developing and implementing financial plans, Scott’s responsibilities include managing relationships with clients through ongoing communication and review meetings.  One of Scott's specialties is business planning, including succession and continuity planning, buy-sell agreements, and executive benefits. He also serves on BFG’s Financial Consulting Committee, which evaluates products and services offered by the firm. He started working at BFG in 2012.

    Scott received a Bachelor of Science in Business Administration in Accounting in 1993 at Georgetown University, where he also ran track as a scholarship athlete. He received a Masters of Business Administration in Finance in 1997 at Lehigh University in Bethlehem, Pennsylvania. Prior to working with BFG, he was a financial advisor for 14 years, including 5 years with Merrill Lynch and the remainder with independent financial planning firms in Pennsylvania and New Jersey. 

    When he is not at the office, Scott enjoys spending time with his family.

     

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