Broker Check
Scott Dye, CFA, CFP®, CMFC®

Scott Dye, CFA, CFP®, CMFC®

Senior Vice President

Scott is a Senior Vice President with Beratung Advisors. Scott is passionate about educating and guiding clients to help achieve their financial goals. Scott originally joined Waddell & Reed in 1997 as an advisor for over 10 years, then upon completing the Chartered Financial Analyst (CFA) program decided to join the home office of Waddell & Reed as a Vice President with Ivy Funds Distributors, Inc for nearly 10 years. Prior to joining Beratung, he served as Vice President and Business Development Officer with Cavanal Hill Distributors, Inc. for over four years. During his recent positions, Scott realized how much he missed working with individuals, families and businesses and is excited to be working in this capacity again.

Scott focuses in the following financial planning areas:

Personal Financial Planning

  • Retirement Planning
  • Investment Planning
  • Education Planning
  • Budgeting and Debt Management
  • Insurance Planning
  • Estate Planning

Small Business Planning

  • Business Succession Planning
  • Business Retirement Planning
  • Business Insurance Planning

 

Scott earned his B.A. in Economics and Japanese with an emphasis in International Economics from The Ohio State University. Scott is also a Chartered Financial Analyst (CFA) Charterholder, CERTIFIED FINANCIAL PLANNER™ mark holder and a Chartered Mutual Fund Counselor (CMFC) designation holder.

Scott lives in the Northeast Columbus, Ohio area with his wife, Soon and two children, Baron and Baylee. Scott also enjoys working out, many sports, landscaping and travel.

 

Waddell & Reed, Inc. is not affiliated with any other entities referenced.  02/21