SCOTT MOULTON

Senior Wealth Advisor

smoulton@cmgnewyork.com
203-306-5172

Scott G. Moulton is a financial consultant with Capital Management Group. Scott joined Capital Management Group in 2010 and focuses on financial planning, wealth management, and employee benefit planning.

 

Scott has worked in the industry since 2000. Prior to joining Capital Management Group, he was a financial consultant with The MONY Group which was acquired by AXA Advisors.

 

Scott is a graduate of Quinnipiac University with a Bachelor of Science degree in Marketing. He has achieved the Certified Fund Specialist (CFS) and Board Certified Mutual Funds designations from the Institute of Business and Finance. He has a Retirement Planning Specialist certificate from the Wharton School, University of Pennsylvania. Scott is a member of the National Association of Insurance and Financial Advisors (NAIFA) and the Million Dollar Round Table (MDRT). He holds FINRA Series 6, 7, 63 and 65 securities registration licenses and a Life, Health and Disability Income insurance license.

 

He was the recipient of the Five Star Wealth Manager award from Connecticut Magazine from 2010-2013. Scott has also been an active member of the Devon Rotary in Milford, CT, where he served as President in 2012-2013 and has been honored as a Paul Harris Fellow.

 

In 2014, Scott served as The Chairman of the Board for the Milford Chamber of Commerce and has been involved in numerous committees for the Milford Chamber of Commerce since joined in 2000. In 2006, Scott was a member of the New Haven Business Times “40 under 40” class.

 

Scott lives in Milford, CT, with his wife, Diane and their four children Claire, Avery, Reid, and Emme. In his free time, he enjoys golf, travel, spending time with family and exercising.