Biography
On any journey, a pilot who knows the way can make all the difference. Scott Larson brings a wealth of specialized experiences to his role as Senior Wealth Advisor at Wayzata Bay Private Wealth Management of Green Wealth Management Group. As a Private Investment Management (PIM) Portfolio Manager, he utilizes advanced training, including an ethics exam, proxy exam, and a 40-hour portfolio management training course to provide a holistic experience for his clients.
Throughout his 15-year career in the financial services industry at a wirehouse, Scott rose from an associate role to First Vice President before joining Green Wealth Management Group to seek an independent standard for his clients. He specializes in investment planning & portfolio management for both private clients and small businesses, as well as estate planning strategies and private equity.
When you meet Scott, ask him about his previous life as a pilot for the Airlines!
The PIM program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. Minimum account size for this program is $50,000.