Scott Iles | Planned Giving Strategies Team Member
Nothing is as contagious as our enthusiasm. We focus on the big picture. It comes down to this: we listen and connect with our clients to
create innovative solutions, communicating effectively in our presentations and building relationships with our partners, our community and
with each other.
O V E R V I E W
An inspiring lecturer, Scott ignites a passion for giving with thought provoking presentations to individuals on all facets of charitable gifting and retirement planning. Scott is energized by helping individuals as he addresses donors' concerns; providing unique alternatives and facilitating the process that progresses from consideration to closing a gift while helping individuals plan their legacy and pursue their retirement goals. He is passionate about helping organizations that inspire and help people and their communities. With over 20 years experience working in the financial sector, Scott has a solid background in investment and retirement planning. Scott co-hosted the WTIC News Talk 1080AM radio show, "Planning for Tomorrow" for three years, covering topics such as charitable giving, spiritual wills, effective estate planning, and leaving a legacy.
Scott contributes locally by holding an annual fundraising event for CT Children's Medical Center and volunteering to coach local sports teams. He enjoys the occasional golf or fishing outing. Scott resides in Wolcott, CT with his wife Melissa and their two sons.
A S O C I A T I O N S
Scott is a member of the InKnowVision Institute, a national consulting firm and the leader in the design and development of wealth transfer planning and income tax solutions for independent advisors who serve affluent families. Scott advises individuals on the allocation of their investment portfolios and designs charitable giving strategies.
E D U C A T I O N
Scott is a Magna Cum Laude graduate of Naugatuck Valley College with a degree in Finance. Scott has also completed the required training on long term care insurance and the Connecticut Partnership for Long Term Care. He continues to pursue continuing education in custom income solutions, portfolio distribution, allocating assets to minimize taxes, and philanthropy.
R E F E R E N C E S
Personal and professional references are available on request.