Joseph Scott
Financial Advisor|RICP®
Play to Win!
Meet Joey Scott
I was born and raised in Kansas City, Missouri. My original career plan was to become an ophthalmologist. At the age of eighteen, I took an internship with Northwestern Mutual to build my resume for medical school and navigate medical school loans. I quickly learned I was able to help physicians and be the doctor for their financial lives. After being a top college financial representative I switched gears and became a career financial advisor.
I have played sports my entire life and an avid sports fan (biased to all Kansas City teams). There are many of parallels to sports and having a winning financial plan. I want to ensure we have a winning game plan at all times - not just with money but rather life! Our financial planning and wealth management firm is dedicated in helping our clients reach their fullest financial potential.
Outside of running the firm and working with clients, I spend my free time playing sports, working out, spending time with friends and family, and traveling.
Leadership, Learning, and Growth
Leadership:
- College Unit Director: Top 10 Internship: I spent part of my time training and mentoring college financial representative. This program allows them to test drive the career, learn the fundamentals of financial planning and grain valuable real world experience. In the 2023 fiscal year I led our interns to finish as the #1 College Team nation wide and along side them I finished at the #1 College Unit Director
- Growth and Development Director: In present day I spend part of my time training and mentoring new financial representatives/advisors get off to a fast start in their financial planning practices.
Licenses:
- Life and Health License
- FINRA SIE, Series 6, 63, and 7
Credentials:
- RICP: Retirement Income Certified Professional: The American College of Financial Services
Education:
- Bachelors of Science: Northwest Missouri State University
Here are my areas of expertise
Retirement Planning & Income Strategies
Tax-Efficient Strategies
Advisory Services
Life Insurance Strategies
Disability Planning
Long-Term Care Planning
Business Planning
Estate Planning
Lending a hand in my community.
One of our core values is generosity. Our team will spend time throughout the year giving back. Below are a few charities we have worked closely with.
Children's Mercy
Children's Mercy Hospital offers care through an emergency room staffed 24/7, surgicenter, and more than 22 specialty clinics. The hospital is also home to the Comprehensive Epilepsy Center, one of only a dozen such pediatric-focused centers in the United States.
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Harvester's Food Network
Harvesters mobilizes the power of our community to create equitable access to nutritious food and address the root causes and impact of hunger.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
