Scott Friedman

Scott R. Friedman, CFP®
Financial Advisor Private Client Group Truist Investment Services, Inc.

150 S US Highway 1

4th Floor,

Jupiter, FL 33477-5116

About me

Background

I’m a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with Truist Investment Services, Inc., offering clients more than 20 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit, and estate strategies. 

I hold myself accountable for recommending strategies with my clients’ needs and goals in mind. These strategies are supported not only by the deep expertise of my team of specialists, but by my highly attentive service and coordination of resources. I take the time to talk to, learn about, and understand the critical aspects of a client’s financial life so that I can assess the interaction and far-reaching impact of their multiple objectives.

This exclusive approach allows me to provide the high-level, one-on-one experience I believe is crucial to a successful relationship in which no stone is left unturned—including a detailed discovery process that helps me uncover all areas of need.

Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science in Finance
Florida State University 1992 1996

Personal Interests

I earned my B.S. in finance from Florida State University. Away from the office, I spend my free time with my wife, Jennifer, and our daughters, Alexis and Brittney, enjoying a busy, active lifestyle that ranges from skiing to boating. Whether it’s a day at the beach or traveling on a weekend escape, we are always on the go. On any given day, you can find me challenging himself in the gym or on the lacrosse field. We are active members of our synagogue and often participate in numerous community and charitable events.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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