Broker Check

Madison Oaks Wealth Partners - Raleigh, North Carolina


  (919) 324-3345

Scott Lord, MBA, CFP®

Scott Lord, MBA, CFP®

Managing Partner

As Managing Partner of the firm, Scott Lord brings over two decades of financial services experience to his clients. While specializing in asset management, Scott’s experience extends across a full menu of financial planning services. Having been in the industry for over 22 years, Scott formerly served as Executive Director at CIBC World Market and Senior Vice President at Oppenheimer and Company, as well as Managing Director at Principal Financial Group. At Madison Oaks Wealth Partners, LLC., Scott applies his institutional knowledge to provide his clients with a truly personal investing experience.

A graduate of the University of Scranton, Scott earned his MBA from Hofstra University along with the Executive Certificate in Financial Planning from Duke University. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, he also holds his FINRA Series 7, 24, 55, 63 & 66 securities licenses. Outside of the office, he enjoys coaching basketball, playing golf with friends, and spending time with his family, including his three children AJ, Jack, and Vivian and his dog, Kelly.