Scott is the founder of Edelman Wealth Management Group and manages all aspects of wealth management and employee benefits. He provides products and services for investment management and estate conservation for his clientele of individuals, families, retirees and businesses. He has a strong commitment to giving quality advice and service and puts an emphasis on creating lasting relationships. He regards each client as a friend. Under his leadership, the firm has been a finalist for Practice of the Year for four consecutive years and was named the 2018 Practice of the Year winner.
A natural teacher and mentor, Scott is a member of Strategic Coach, an entrepreneur business coaching program. He is a regular speaker at conferences and is a thought leader in the community. Scott is also active in the community, with charities, and is on several boards.
Recognitions
MDRT (Million Dollar Round Table)
Business Strategy and Planning Taskforce: 2022, 2021
Top of the Table, Court of the Table, Qualified
Life Member
Pennsylvania State Chair: 2015, 2014
Qualified Life Member, Court of the Table: 2010, 2009, 2008, 2007, 2006, 2005, 2004, 2003, 2002, 2001
Qualified Life Member: 1998 to present
MDRT Growth Team (Representative): 2019, 2018, 2017
Speaker (Top of the Table):2014, 2013, 2012, 2011
Speaker (Top of the Table Focus Sessions): 2017
Moderator (Top of the Table): 2014
Chair (Top of the Table Member Resources Committee): 2016
Member (Office Efficiency Task Force - Practice Management Division): 2018
Member (Top of the Table Nominating Committee): 2020
Member (Top of the Table Business Continuation Committee): 2020
Member (Independent Channel Task Force): 2021
Member (Hiring and Staffing Task Force): 2022
NAIFA (National Association of Insurance and Financial Professionals)
NAIFA Quality Award: 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009, 2008, 2007, 2006, 2005, 2004, 2003, 2002, 2001, 2000, 1999, 1998, 1997
NAIFA Quality Award for Life Insurance and Annuities: 2017, 2018, 2019, 2020, 2021
NAIFA Quality Award for Financial Advising and Investments: 2017, 2018, 2019, 2020, 2021
NAIFA Quality Award for Health Insurance and Employee Benefits: 2017, 2018, 2019, 2020, 2021
Royal Alliance
Selected to Royal Court: 2021, 2020, 2019, 2018
Signator
Practice of the Year, ACE Platinum: 2017
ACE Platinum: 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009, 2008, 2007, 2006, 2005, 2004
Associations
Member (Million Dollar Round Table)
Member (National Association of Insurance and Financial Advisors)
Member (Financial Services Institute)
Member (Bucks County Estate Planning Council)
Member (Newtown Business Association)
Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.
Third party awards, rankings, and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client not are they representative of any one client's evaluation.