Broker Check
J. Scott Kephart

J. Scott Kephart

Vice President

Scott Kephart, CRPC®, CLTC® - Vice President

Scott has been working in the financial services industry his entire career. He started in the institutional fixed income markets in London.  He later moved to New York, trading credit products for some of the major Wall Street banks including First Boston, Morgan Stanley and Deutsche Bank.   

In 2007, he embarked on a more entrepreneurial career as a Financial Advisor, starting at Merrill Lynch, then transitioning to Wells Fargo on their independent platform.  In 2016, he made the move to the independent broker-dealer channel joining Northwestern Mutual.   

Scott is an Financial Advisor with MassMutual and a Registered Representative of MML Investors Services, LLC maintaining securities Series 7, 24, 63 and 66 registrations and his Life, Accident & Health Insurance license.  He holds the Chartered Retirement Planning CounselorSM (CRPC®) and Certified in Long Term Care (CLTC) Designations. 

Scott grew up in the San Francisco area. He graduated from Cal Poly - San Luis Obispo with honors in International Economics. He now lives in Morristown, NJ with his wife Debbie. 

CRN202012-240292