Scot Karr - CFP®, CLTC
Scot spent 25 years in the financial services industry. After interning the summer of 1981 at Solomon Brothers, a young ex-partner, Michael Bloomberg, convinced him to go to Merrill Lynch. Scot spent 5 years at Merrill trading short-term fixed income and moved to Goldman Sachs in 1987 where he spent 20 years. At Goldman, Scot was responsible for client coverage and trading in the commercial paper markets, US treasuries and Government agencies. Strong client relationships and client service are at the cornerstone of everything Goldman does and Scot has continued to follow that philosophy as he builds his current business at RHB. Scot has built a successful network of friends and business associates who have engaged him in their own financial planning and have been eager to refer him to their colleagues and friends. A two time 1st runner up as Guardian’s New Agent of the Year, he was an Executive Club qualifier in his first year in the business and a Presidents Council producer in year 2.
Scot is active in the alumni associations of the schools he attended and currently serves on the Board of Blythedale Children’s Hospital in Westchester, New York, a hospital that serves children with complex medical and rehabilitative needs.
He holds a BA 1980 from Colgate University where he played tennis and a MBA 1982 from Duke University Fuqua School of Business.
An avid golfer and tennis player, Scot and his wife of 23 years Patricia reside in Chappaqua, New York. Their oldest son Drew graduated from Vanderbilt University in May, 2012 and currently works in New York City for Deloitte Consulting. Their son Justin is a Junior at Richmond University and was a 2 year member of the men’s soccer team before deciding to spend his Junior Fall semester abroad.
Education and Training:
Merrill Lynch – Bond Trader, 1982-1987
Goldman Sachs – Bond Trader, 1987-2007
Colgate, BA 1980
Fuqua School of Business at Duke University, MBA 1982
Community, Charitable or Professional Organizations/Associations:
Horace Greeley Sports Boosters
Blythedale Children’s Hospital, Valhalla, New York, Board Member
Check the background of this investment professional on FINRA’s BrokerCheck.
Scot Karr is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 800 Westchester Avenue, Rye Brook, NY 10573, 914-288-8800. Securities products and services offered through PAS. Financial Representative of The Guardian Life Insurance Company of America (Guardian) New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Strategies for Wealth is not an affiliate or subsidiary of PAS or Guardian.PAS is a member FINRA/SIPC. www.finra.org