Scott Searles
Senior Vice President
See vcard
Background and Current Role
- Over 16 years experience working with specializes in working with business owners, physicians, high net worth families, professionals and endowments and on a system of Comprehensive Wealth Management.
- Scott uses advanced planning techniques to help his clients create, grow and preserve wealth. His planning includes the distribution of wealth during life and at death, in the most tax-advantaged way. During the process he examines his client's Qualified Retirement Plans/IRA’s, small business retirement plans, general insurance plans (life, disability, long-term care and liability), corporate stock options, business succession plans, charitable gifting plans, gifting to children or descendants, estate plans, and investment portfolios. Scott works directly with his client's existing attorneys and CPA’s to make sure the plans have a cohesive nature.
- Scott also works with corporations helping them design their retirement plans, employee benefits, and investment policy statements. He is also a frequent guest speaker at various groups and corporations.
Education
- Scott earned the Certified Wealth Strategist designation in 2009
- Scott received a bachelor degree in finance from Kent State University
Associations and Community Involvement
- Board Of Directors, Coach Sam’s Inner Circle Foundation
- Board Of Directors, Strongsville Education Foundation
- Member Strongsville Chamber Of Commerce
Personal
- A long time resident of the Cleveland area, he is a resident of Strongsville, Ohio were he lives with his wife Krista and their 4 daughters.
Securities Offered through First Allied Securites, Inc. Broker/Dealer Member FINRA/SiPC.
Privacy Policy & Disclosure © Inverness Holdings Design: Five Elements
PRIVACY POLICY
At Inverness Investment Group, LLC and Inverness Securities, LLC, we recognize the importance of protecting your privacy and we have policies in place to maintain the confidentiality and security of your personal information.
The following policy is designed to help you understand what information we collect from you and how we use that information to serve your account.
CONFIDENTIALITY & SECURITY
We restrict access to nonpublic, personal information about you to those employees and agents who need to know that information to provide products and services to you. We maintain physical, electronic, and procedural safeguards to protect your nonpublic, personal information.
CATEGORIES OF INFORMATION THAT INVERNESS INVESTMENT GROUP & INVERNESS SECURITIES DISCLOSES AND PARTIES TO WHOM INVERNESS DISCLOSES:
We do not disclose any non public, personal information about our customers or former customers to anyone (unaffiliated third parties) unless necessary to deliver the products and services Inverness provides to you or unless required by the government, law, court order or regulation to do so.
CATEGORIES OF INFORMATION THAT INVERNESS INVESTMENT GROUP & INVERNESS SECURITIES COLLECTS
We collect nonpublic personal information from the following sources:
- Information we receive from you on application or other forms;
- Information about your transactions with us, our affiliates, or others; and
- Information we receive from a customer-reporting agency.
If you have more than one account with Inverness, you may receive multiple notices.
One Chagrin Highlands
2000 Auburn Drive Suite 440 Beachwood, Ohio 44122
Tel: (866) 635-0388 Tel: (216) 839-5130 Fax: (216) 839-5131
Email: renner@investinverness.com
Inverness Securities, LLC Member NASD and SIPC
Inverness Investment Group, LLC is affiliated with Inverness Securities, LLC
PRIVACY POLICY INVERNESS ADVISORS
At Inverness Advisors, LLC, we recognize the importance of protecting your privacy and we have policies in place to maintain the confidentiality and security of your personal information.
The following policy is designed to help you understand what information we collect from you and how we use that information to serve your account.
CONFIDENTIALITY & SECURITY
We restrict access to nonpublic, personal information about you to those employees and agents who need to know that information to provide products and services to you. We maintain physical, electronic, and procedural safeguards to protect your nonpublic, personal information
CATEGORIES OF INFORMATION THAT INVERNESS ADVISORS DISCLOSES AND PARTIES TO WHOM INVERNESS DISCLOSES:
We do not disclose any non public, personal information about our customers or former customers to anyone (unaffiliated third parties) unless necessary to deliver the products and services Inverness provides to you or unless required by the government, law, court order or regulation to do so.
CATEGORIES OF INFORMATION THAT INVERNESS ADVISORS COLLECTS
We collect nonpublic personal information from the following sources:
- Information we receive from you on application or other forms;
- Information about your transactions with us, our affiliates, or others; and
- Information we receive from a customer-reporting agency.