Meet Scott
Scott is a Wealth Advisor based in Greenville, North Carolina. He joined Mercer Advisors in 2024 through the acquisition of Kiely Wealth Advisory Group, where he served since 1999 and as the Chief Investment Analyst for 20 years. Scott is passionate about analyzing the financial market environment and anything that may impact his clients’ investments. He holds a Ph.D. in finance and has more than 30 years of experience as a finance professor at East Carolina University, including 15 years as department chair.
Scott’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Scott has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
- Guiding higher education professionals in maximizing benefits and preparing for retirement
- Supporting nonprofit organizations with investment management, governing, and growth strategies to help advance their mission
His working style
Scott focuses on educating and empowering clients with knowledge and understanding. He believes transparency and trust are key in any relationship and that it is critical for clients to understand how their investment portfolios are being managed as well as the evidence-based rationale that underpins all investment decisions.
Scott in real life
What keeps you busy outside of work?
More work, actually. In addition to my career in wealth management, I’ve been a finance professor at East Carolina University since 1993 and served as Chair of the Department of Finance, Risk and Insurance at the school for 15 years before returning to a full-time faculty role in 2020.
How do you give back?
I’ve worked with many nonprofits over the years, serving on both City and County advisory boards, as Treasurer of The Pet Food Pantry of Eastern North Carolina, a 501(c)(3) providing free pet food, pet supplies, spay, neuter, and vet care services and disaster assistance to those in need in Eastern North Carolina, Board Member of Parents for Public Schools, and author of numerous weekly financial health articles in local and regional newspapers.
What’s one thing you are surprisingly good at?
Skiing. I spent five consecutive winters in Whitefish, Montana with more than 100 days on the slopes in the early 1980s, prior to returning to school to finish my B.S. degree in economics. My surgically repaired knees no longer allow me to ski, but I must admit that watching Lindsey Vonn’s highly successful return to World Cup ski racing in her 40s, after two knee replacements, is intriguing.
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