Scot Colgrove, CFP®
Onboarding & Integration Advisor
As an Onboarding and Integration Advisor for BAM Advisor Services, Scot coaches new BAM ALLIANCE firms and their advisors on how to best use the organization’s tools and systems. Those advisors, in turn, help their clients navigate their way to financial security.
The client experience is paramount for Scot, who is proud to serve as a ready resource for advisors across The BAM ALLIANCE. His role includes addressing any and all advisor-related issues to further BAM’s holistic, evidence-based and client-centered approach to wealth management.
Scot knows what BAM ALLIANCE member firms need to be successful in their own practices. In addition to his responsibilities at BAM Advisor Services, he is a practicing advisor at Buckingham and maintains his own set of client relationships.
Prior to joining BAM Advisor Services in 2007, Scot spent nine years in the foundry industry working as a metallurgical engineer.
Scot earned a bachelor’s degree in metallurgical engineering from the University of Missouri-Rolla in 1994 and an MBA in finance from the University of Missouri-St. Louis in 2007. He also holds the CERTIFIED FINANCIAL PLANNERTM designation.