Scott Morley

Scott joined the team at North Shore Bank in 2022 where he focuses on Retirement/Financial Planning, IRAs, Investment Agencies, and 401(k) administration. Prior to North Shore Bank, he worked at an investment banking company as a Vice President of Investments where he specialized in building comprehensive financial plans. Scott is a graduate of the University of Wisconsin – Madison, where he holds a Bachelor of Science degree in Personal Finance with an emphasis in Financial Planning. Scott earned the prestigious CERTIFIED FINANCIAL PLANNER™ professional designation in 2020.