Scott Moulton

Senior Partner

Scott is a highly accomplished financial advisor with a deep commitment to fiduciary excellence and client success. He holds multiple prestigious designations, including Accredited Investment Fiduciary^® (AIF), Accredited Investment Fiduciary Analyst^® (AIFA), Certified Fund Specialist^® (CFS), Certified Plan Fiduciary Advisor (CPFA), and Professional Plan Consultant^® (PPC). Recognized for his superior service and leadership, Scott has been named a Five Star Wealth Manager by Connecticut Magazine for over a decade.

Beyond his professional accolades, Scott is deeply rooted in his community. He has served as President of the Devon Rotary, Chairman of the Milford Chamber of Commerce, and currently sits on several boards, including The Milford Bank Board of Corporators and the Milford Regional Chamber Executive Board.

Outside of work, Scott enjoys traveling, boating, golfing, and skiing. Most of all, he takes pride in watching his children compete in various sports, and that love led him to coach Milford Little League for over 10 years. His blend of professional dedication and community spirit helps to make him a trusted advisor and valued leader.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Five Star Professional is not an advisory firm, and the content of this material should not be considered financial advice. For more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com