Addison Avenue Investment Services President and Investment Executive, RJFS
CEO of First Tech Insurance Services
As President of Addison Avenue Investment Services, the investment services division of First Tech Federal Credit Union, Scott brings more than 30 years of experience to the credit union and is an advocate for enriching the lives of credit union members. He is committed to providing relevant education and innovative financial solutions for the entire First Tech membership.
Prior to coming to Addison Avenue Investment Services, Scott spent five years as Chief Operations Officer for the Golden 1 Credit Union’s Investment Services Division. His 30-year career also includes consulting and management positions at WesCorp, Resolution Trust Corporation, Great Western Financial Services and American Savings and Loan Association.
Scott was named Bank Investment Consultant magazine’s top program manager of 2015 and 2017.* He currently serves on the Board of Directors for Product Research Organization for Credit Unions (PROCU), and Gateway Services Group, LLC (GSG). He is a strong believer in helping kids and actively supports UC Davis Children’s Hospital. He also serves on the Sacramento area Children’s Miracle Network Advisory Council.
*To compile the list, multiple variables were used and combined into a weighted average. Specifically, six factors were used: (1) total team assets under management; (2) growth of team assets; (3) growth of team annual production; (4) average production per advisor; (5) number of full-time advisors the program manager directly supervises; and (6) number of licensed branch employees (LBE) under their supervision. The number of LBEs didn't get as much weight as the other variables. Also, in some cases, estimates of production-per-advisor were used by dividing team production by the average number of advisors year-over-year. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. BIC is not affiliated with Raymond James. Raymond James is not affiliated with PROCU, GSG or the UC Davis Children's Hospital.