portrait of Scott Cayo
FINANCIAL ADVISOR
Client by Referral
Serving clients with $1,000,000
CallSend Me a Message

About Scott

It is our honor to serve a select group of women, families and business owners who are charitably minded. We use an established process to help us understand what is important to you. We will partner together throughout your life to help keep you on track.

I believe it is important to invest my time to understand what you’re working toward before you invest your money. I enjoy working closely with you, your CPA and attorney to help determine the most appropriate financial strategy for you. Our Wauwatosa team is supported by thousands of people and advanced technology from the...

Focus Areas

  • Charitable Giving
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Military Professionals & Veterans

Work History

  • Edward JonesAugust 2010 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Edgewood CollegeBachelor of Business Admin

Personal Interests

  • Basketball
  • Running
  • Health & Nutrition
  • Reading
  • Pickleball

Team Members

  • Arnou Djumanta
    Branch Office Administrator
  • Caroline Glazebrook
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 03:00PM
Tue 09:00AM - 03:00PM
Wed 09:00AM - 03:00PM
Thu 09:00AM - 03:00PM
Fri 09:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

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