Scott Meyerson, AAMS
Principal, Financial Planner
Scott is the founder and principal of M3 Capital Management with more than 20 years of experience advising individuals and their families on financial matters. His passion is working with widows and individuals that are within a few years of retiring or have already made the transition to retirement.
Scott’s interest in helping widows stems from real-life experience. His mother was widowed twice, the first time when he was just 7 years old. He has unique perspective on the difficulties that widows face on both a personal and a financial level. Scott is passionate about making sure that this group faces their daily finances, their retirement income stream, and the legacy they leave behind to their loved ones with a well thought out plan that gives them financial confidence.
Scott sees himself as a monetary counselor for those approaching retirement during a time when there are more financial challenges than ever before. He understands that retirement involves a serious emotional transition, and he makes the change of identity that comes with this next chapter easier for his clients by providing them with the confidence they need to proceed with a realistic and tactical plan.
Scott spent 17 years with Edward Jones during which, in 2010 and 2011, he achieved the honor of attending the Managing Partners conference. A recognition based solely on annual production. More recently, Scott is proud to have been recognized as a Business Experience advisor for 2015—a distinction based on annual production attained by just 37 percent of advisors affiliated with Commonwealth Financial Network® during that time.
In his free time Scott and his wife Tracy enjoy spending time with their grandchildren, traveling to new destinations. As well as several outdoor activites such as hiking mountain trails, boating, playing a round of golf and fishing.
Scott Meyerson is proud to have been recognized as a Business Experience advisor for 2022—a distinction based on annual production that places him among the top 57 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Business Experience advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Business Experience advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.