Scott Dooley

Scott Dooley

Vice President, Wealth Management

Scott Dooley currently serves as Vice President of Wealth Management for Bukaty Companies Financial Services. In his role, Scott works with families in the areas of investment, retirement and estate planning. He spends time consulting directly with plan participants, helping them create plans that aim to fund their retirement dreams. Scott also serves as a member of Bukaty Companies Financial Services’ Investment Policy Committee.

Scott brings more than 20 years of experience working with both individual and institutional investors. Prior to joining Bukaty Companies, he served as Vice President for Manning & Napier Advisors, where he consulted to plan sponsors and institutional clients around life cycle and target date investment strategies. Scott also brings a deep bench of experience working with structured products as First Vice President of Advisors Asset Management. In addition, he has worked with several institutional asset management firms as Vice President of the Managed Account Consulting groups.

Education
Scott received his B.A. in History from California State University, Bakersfield.

Industry Designations
Scott earned his CHARTERED RETIREMENT PLANS SPECIALIST designation from the College for Financial Planning. The CRPS designation indicates expertise in designing, implementing and servicing qualified and non-qualified plans.