Scott R Posner

It was my grandfather that introduced me to the importance of good planning. He was able to live to almost 100 years old independently and by his choices due to the planning he did decades before. I am lucky to have found a career that is also a passion, enabling us to make a positive, life-long impact on our clients.

Right after college, where I studied economics and psychology, I joined the financial services industry in 1985. My early years were not ideal while I struggled with industry priorities versus my own. Fortunately, in 1998, I found Edward Jones. Their...