Scott P. Mullady | Principal

Scott Mullady has more than 10 years of experience in the fields of financial, retirement and estate planning. Mr. Mullady’s knowledge and expertise in these fields has progressed rapidly through his work with individuals and corporations.

“What distinguishes us in our market,” states Mr. Mullady, “is our attention to detail and the emphasis we place on employee enrollment, education and service. By following this simple formula we increase plan participation, increase employee satisfaction and minimize the administrative burden placed on the plan sponsor.”

Mr. Mullady is recognized in his field as an expert for his innovative plan design with 412(i) plans and Defined Benefit plans. He lectures extensively at financial conferences and industry seminars throughout the country.

Mr. Mullady is a graduate of Siena College. He graduated with honors in 1991 with a dual major in Economics and Finance. Upon completion of his degree he went on to pursue a career in finance, attaining numerous licenses including his Series 6, Series 63, Life and Health, Series 7 and Series 24.