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Scott C. Grove

Brokerage Managing Partner at Capstone Partners Financial and Insurance Services LLC
California, United States
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Scott C. Grove

Brokerage Managing Partner at Capstone Partners Financial and Insurance Services LLC
California, United States
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Scott C. Grove is a seasoned financial specialist and advanced planning expert who has gained vast experience in providing consultation on tax-efficient estate planning strategies, wealth accumulation, and transfer. He is a leading joint work specialist, assisting clients in maximizing efficient tax and estate planning strategies through proprietary insurance-based solutions. He is a registered representative of MML Investors Services, LLC, and is licensed to sell insurance in AL, CA, CT, FL, GA, OH, KS, MI, NC, PA, TN and securities in CA, GA, OH.

Scott's clientele includes affluent families, closely held business owners, executives, professional athletes, and entertainers. As the Brokerage Managing Partner at Capstone Partners Financial and Insurance Services LLC, he leads an advanced planning team and the premier independent corporate trustee advisory practice in the life insurance industry based on the assets under management of trust accounts and the total number of families served. His industry achievements include being a perennial Management Council qualifier and being recognized as a "Who's Who under 40." He is also a member of AALU and various estate planning councils around the country.

Scott graduated summa cum laude with a Bachelor of Business Administration (BBA) degree in Finance from Ohio University. In his free time, Scott enjoys working out, running, reading industry-related books, watching movies, and spending time with his wife Tracy and daughter Ella. Users can contact Scott only if they reside in the jurisdictions where he is licensed to conduct insurance and securities business.

This public profile is provided courtesy of Clay. All information found here is in the public domain.