PH:602.956.5356 - FX: 602.956.5737 - firstname.lastname@example.org
In general, Scott specializes in investment management of financial portfolios for individual clients. His focus is on the growth and/or preservation of wealth, and the eventual creation of income sources, using traditional investment and insurance vehicles, including, but not limited to, individual stocks, bonds, mutual funds, structured products, UITs, REITs, fixed and variable annuities, and life insurance.
Scott began working at CUE Financial Group, Inc. (“CUE”) in early 1999 as an Associate Registered Representative, working closely with several senior producers at CUE. By 2000, Scott was serving on the CUE Financial Investment Committee and became instrumental in the development and implementation of the proprietary fee-based program and compensation model used by CUE to this day. In December 2000, Scott created a partnership with Douglas Miller to provide a team-based investment management approach for their clients as Employee Representatives of CUE.
In 2005, Scott and Doug became Independent Representatives of CUE and started their own organization: Miller & Hanish Financial Services LLC (“Miller & Hanish”). Miller & Hanish operated as the marketing organization and operating entity for an independent group that included four registered representatives and/or insurance agents.
In 2009, Scott acquired Doug's interest in Miller & Hanish and renamed the business Scott Hanish LLC. There are currently three registered representatives and two support staff working at this office. Scott acts as the Managing Principal of the organization, overseeing the asset management, portfolio allocation, and general financial strategies for the client portfolios managed by the firm.
Also in 2009, CUE merged Broker/Dealer services with Foothill Securities Inc. (“Foothill Securities”) of Mountain View, California. Scott and his team now operate as Registered Representatives of Foothill, but remain Investment Advisor Representatives of CUE, which is a Registered Investment Advisor with the SEC.
Scott graduated Magna Cum Laude with a Bachelor of Business Administration from Florida International University in 1998. He was a member of the Golden Key National Honor Society, Phi Theta Kappa Honor Society and Dean Scholarship Recipient during his college career.