SCOTT MOULTON

PARTNER

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, employee benefit planning and currently overses the firm's qualified plan division.

 

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 later acquired by AXA Equitable, an affiliate of AXA Advisors, LLC.

 

Scott is a graduate of Quinnipiac University with a Bachelor of Science degree in Marketing. He has achieved the Certified Fund Specialist (CFS) designation from the Institute of Business and Finance and is an Accredited Investment Fiduciary (AIF). He has a Certificate in Retirement Planning 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 has been the recipient of the Five Star Wealth Manager award from 2010-2013 and again in 2015 and is also a member of AXA Advisor’s Circle of Execellence.

 

Scott has been an active member of the Devon Rotary Club in Milford, CT, where he served as President in 2012/2013 and has been honored as a Paul Harris Fellow. In 2015, Scott was awarded the Norm Parcell’s award for his years of service and dedication to Rotary. He currently sits on the Devon Rotary Foundation Trust board of directors.

 

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 his involvement in 2000. Scott continued to serve the Milford community in 2015 as the President of Milford Progress Inc. (MPI) where he currenty serves as Immediate Past-President. In addition, Scott volunteers his time as a board member for the City of Milford’s Health & Human Services. In 2006, Scott was a member of the New Haven Business Times “40 under 40” class in recognition of his community involvement and professional achievements. In 2016 he was honored by the United Way of Milford with the “Spirit of Milford” award.

 

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 coaching Reid’s little league team.