Scott Crosby

Scott Crosby

Client Services Manager

 

Scott began working at Bassett, Dawson & Foy Inc. in April 2017 on a part-time basis while an undergraduate student at the University of Delaware, Alfred I. Lerner College of Business & Economics. After graduating with a Bachelor’s degree in Financial Planning and Wealth Management, he joined the firm full time in July 2017.

Scott is currently studying for his Series 7 Securities Exam, Life and Health Insurance Exam, Series 66 Uniform Combined State Law Examination and will be sitting to became a CERTIFIED FINANCIAL PLANNER™ certificate in March 2018.

"Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements."

Scott is originally from the Wilmington area, attending Concord High School (CHS) where he played 4 years of varsity soccer and was a varsity member and senior captain, of the CHS Swim team.

Scott is an active member of The Society of Financial Service Professionals (SFSP). He currently serves on the board of the SFSP, as the Young Professional/Director

Scott began his wealth management career with Merrill Lynch as a Global Wealth & Investment Management Intern, working with the Townsend-Warren Group in Dover, DE

In his spare time, Scott enjoys traveling internationally, sports, music and spending time with family and friends throughout the world