Scot E. Karr, CFP®, CLTC

About Scot:

Scot spent 25 years in the financial services industry. After interning the summer of 1981 at Solomon Brothers, a young ex-partner, Michael Bloomberg, convinced him to go to Merrill Lynch. Scot spent 5 years at Merrill trading short-term fixed income and moved to Goldman Sachs in 1987 where he spent 20 years. At Goldman, Scot was responsible for client coverage and trading in the commercial paper markets, US treasuries and Government agencies. Strong client relationships and client service are at the cornerstone of everything Goldman does and Scot has continued to follow that philosophy as he builds his current business at RHB. Scot has built a successful network of friends and business associates who have engaged him in their own financial planning and have been eager to refer him to their colleagues and friends. A two time 1st runner up as Guardian’s New Agent of the Year, he was an Executive Club qualifier in his first year in the business and a Presidents Council producer in year 2. He has been a perennial qualifier for Leaders Club as well as numerous Executive Club qualifications. Scot has been recognized as a Five Star Wealth Manager for Westchester County, New York in 2013, 2015.

Scot is active in the alumni associations of the schools he attended.

He holds a BA 1980 from Colgate University where he played tennis and a MBA 1982 from Duke University Fuqua School of Business.

An avid golfer and tennis player, Scot and his wife of 25 years Patricia reside in Chappaqua, New York. Their oldest son Drew graduated from Vanderbilt University in May, 2012 and currently works in New York City for Deloitte Consulting. Their son Justin graduated from Richmond Universityin 2014 where he was a member of the men’s soccer team. Justin currently works in the investment banking division of Credit Suisse in New York City.

Education and Training:

Merrill Lynch – Bond Trader, 1982-1987
Goldman Sachs – Bond Trader, 1987-2007
Strategies for Wealth-Financial Representative, 2008-present

Colgate, BA 1980

Fuqua School of Business at Duke University, MBA 1982

Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.