Nancy L. Scott,
CFP^®, RICP^®, AIF^®

Grounded in Relationships, Driven by Purpose

Nancy joined Bartholomew & Company in 2006, after making a career switch from teaching. With over 15 years of experience as a financial advisor and private wealth manager, Nancy works with clients to develop holistic financial plans which incorporate individual investment strategies.

Nancy holds the FINRA Series 7 and 66 securities registrations as a Registered Representative and an Investment Adviser Representative of Commonwealth Financial Network®.  She is also a CERTIFIED FINANCIAL PLANNER® professional*.  

In addition, she holds the Retirement Income Certified Professional® designation from the American College of Financial Services and has earned the Accredited Investment Fiduciary® (AIF®) professional designation from Fi360, from which she received formal training in investment fiduciary responsibility. Nancy is a licensed life, health, and variable insurance agent.

Nancy resides in Lakeville, Massachusetts, with her husband and two children. She enjoys photography, baking, and spending time with her family (usually in their camper).  Nancy earned her BS in Education from the University of Georgia – Go Dawgs.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNERTM in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.