Scott C. Rooney

Scott C. Rooney

Investment Advisor Representative

As a Registered Representative, Scott understands the importance of planning for the future through setting goals, then implementing strategies to help clients reach them. Knowing how intimidating financial planning can be, he strives to walks beside his clients every step of the way, educating them on the strategies in place and making the process as enjoyable as possible.

Scott has been around the financial services industry his whole life and has been a registered representative for over 19 years. He learned a great deal about the importance of financial planning from his father, who owned and ran a financial services business for over 30 years. After his death in 2000, Scott took over the firm and applied the valuable lessons his father taught him through his life. Continuing the tradition, Scott strives to maintain the focus on customer service and ensure his clients always have an open line of communication with him.

Scott put himself through college on a soccer scholarship at the University of Dayton, where he graduated in 1998. Being part of a team throughout his life, he recognized the importance of having a “team” mentality in his work life, as well. Andrew Carnegie wrote how important it is to have, “an alliance of 2 or more minds, working together in the spirit of perfect harmony for the attainment of a definite purpose.” Abiding by this principle, he has found this team environment at InvestWise Financial. For the continued success of his clients, Scott believes it’s equally important for investors to have this team approach as we create a comprehensive financial strategy for their future.

A frequent speaker at retirement education workshops, Scott focuses on retirement income planning through Social Security and taxes. In addition to holding his National Social Security Advisor (NSSA) designation, he also holds his FINRA Series 63, 7, 66 & 24 registrations along with his Life & Health insurance licenses.

Phone 248.594.3461 or 888.304.0560