Scott Marmo, AIF®

Senior Wealth Advisor

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Scott Marmo, AIF®

Senior Wealth Advisor

Scott works with a broad range of individuals and families and business owners, helping clients navigate comprehensive financial planning, investment management, and retirement planning.

He takes a relationship-driven and personalized approach to planning, with work that is focused on creating long-term strategies aligned with each client's goals and priorities.

Scott earned both his bachelor's and master's degrees from East Tennessee State University. His background in financial services supports a thoughtful and client-focused approach to helping clients navigate important financial decisions.

Outside of work, Scott enjoys spending time with family, being outdoors, and supporting organizations focused on education, mentorship, and youth development.

Serving clients throughout the Tri-Cities region, including Johnson City, Kingsport, Bristol, and surrounding communities across Northeast Tennessee and nearby areas along the Virginia border.

Let’s talk through what brought you here

Whether you are preparing for retirement, managing investments, navigating taxes, or organizing your broader financial life, a personal conversation can help organize your priorities and clarify next steps. Reach out to connect for a free, no-obligation consultation.