Scott Cody is a partner with Latitude Financial Group and a financial advisor with nearly two decades of experience in the financial services industry. When it comes to financial planning there is no silver bullet; yet many people do nothing, which may be the worst option. His goal is to help set his clients on a financial path designed to guide them toward their objectives. He strives to be a good listener, as he believes this is a critical attribute when working with people who are sharing so many personal details of their life, from their finances to their greatest dreams.
Scott first entered the industry in 1997 after working for several years in market research. He worked with New England Financial and Strategic Financial Partners for several years before transitioning into independence and building Latitude Financial Group with his fellow business partners. As an independent advisor, he enjoys having the freedom to choose from a wide range of products and services.
Scott received his Master of Business Administration in Finance and Marketing from Alfred University. As a Certified Fund Specialist® (CFS®), he has in-depth knowledge of various investments, as well as fund analysis and selection, asset allocation, and portfolio construction. As a result, he is well-versed in developing sophisticated investment strategies for risk management, taxes, and estate planning.
While originally from Rochester, New York, Scott has called Colorado home since 2001. Currently residing in Stapleton with his wife, he enjoys fly fishing, hiking in the mountains, and daydreaming about his future retirement home somewhere south of the border.