Scott Monroe

Scott joined Towneley after 25 years in the wealth management industry. His experience in serving clients and empowering teams to deliver an exceptional client journey are key to his leadership role in Towneley’s advisory division. He joined the Towneley team in 2023. Prior to joining Towneley, Mr. Monroe spent 15 years serving advisory firms and their clients at TD Ameritrade. Prior to TD, he held wealth management positions at Fidelity Investments, Registered Investment Advisory firms and Pacific Investment Management Company (PIMCO). He is an international business graduate of the University of Hawaii, a CFA charterholder, and a CERTIFIED FINANCIAL PLANNER™ certificant.