Broker Check
Scott Marcoe

Scott joined the John Stokes Financial team in 2010, marking the beginning of an impressive career journey. With a strong background as a financial advisor and financial wholesaler, he has accumulated extensive experience in the industry. Now, Scott has chosen to leverage his expertise as a paraplanner, providing invaluable support to our advisory team.

In his role, Scott collaborates closely with our advisory team, utilizing our cutting-edge online wealth management tool, The Planning Portal, to create comprehensive financial plans for our clients. His meticulous attention to detail and commitment to delivering personalized solutions make him an invaluable asset to our firm.

Scott's professional qualifications include holding the Series 7 and Series 66 securities registration. Furthermore, he has enriched his skill set through completing various certificate programs in Information Technology from Saddleback College. Notably, Scott also pursued his passion for Graphic Design at The Art Institute of Philadelphia, showcasing his multifaceted talents.

Recently, Scott made the transition back to the United States from Switzerland, bringing with him a wealth of international experience. Beyond his professional achievements, he has established himself as a formidable competitive cyclist, amassing over 40 years of experience and earning numerous state and national titles. One of his most memorable endeavors was the impactful "Freedom Ride," a 15-day charity tour from Bend, Oregon to Newport Beach, California, dedicated to raising awareness and combating human trafficking.

Scott's artistic inclinations extend beyond cycling, as he finds joy in exploring art and photography. Off-roading in his Jeep is another passion that allows him to appreciate the great outdoors. Additionally, he cherishes quality time spent with his loyal companion, Tommie G, his beloved dog.

His expertise in financial planning, combined with his athletic achievements and creative pursuits, make him an invaluable member of John Stokes Financial.