Scott Garcia


Scott Garcia

Financial Advisor Partner

Scott is a Financial Advisor with over 30 years of experience in the financial industry. He offers comprehensive services in wealth management, financial planning, estate planning, business succession planning, liability management, and insurance. Scott specializes in providing wealth management and estate planning services for high-net-worth clients.

Previously, Scott worked in various management and lending roles at Pitkin County Bank, Mesa National Bank, and Wells Fargo. He was also a financial advisor at Concurrent Advisors and Raymond James. Scott has a Bachelor of Arts degree in finance from Kalamazoo College, as well as Series 7, Series 66, Insurance, and Long-Term Care licenses.

Scott is a retired lieutenant and a volunteer firefighter for Basalt Fire Protection District. He enjoys spending time with his wife and three children, mountain biking, golfing, and snowboarding.

Let's Work Together!

Schedule A Time To Connect