Scott Battle, CFP®
160 Linden Oaks Drive, Rochester NY 14625
Scott is a Certified Financial Planner (CFP®) Professional. He has over 25 years of experience assisting clients in saving, growing and protecting their money in pursuit of their financial goals. He utilizes independent research from Morningstar® to gain insights into asset allocation, risk, performance and expense data to help clients make informed decisions on their investments.
Scott holds Series 6, 63 and 65 securities licenses and can work within a fee-based, or commission-based framework. He is also Life, Accident and Health insurance licensed.
Scott is married with 2 adult children, and lives in Bristol. In his spare time, he is an avid skier, fisherman and mountain biker.