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Scott Waterer

Scott Waterer

Virtual Administrative Assistant

Scott joined the team in 2018 as a Virtual Administrative Assistant. He is an experienced financial service professional that is well-versed in administrative duties. His focus is to provide support on administrative tasks, such as preparing paperwork, creating account opening documents, processing distributions, reviewing notes and scheduling activities.

He has worked in the financial industry for over 25 years. Scott attended The Ohio State University where he pursued business administration and moved from Columbus, Ohio in May 2017. He currently resides in the Marina District in downtown San Diego, California. He enjoys playing basketball and being involved with his church.

 Favorite Quote: "I alone cannot change the world, but I can cast a stone across the waters to create many ripples." - Mother Theresa