Scott Lake was born in rural Maine in 1962. He moved with his family to Fort Lauderdale, FL in 1976, graduating from Dillard High School in 1980. Scott went on to Florida State University, earning a Bachelor's degree in Finance in 1984.
Scott began his financial services career in 1990, joining the St. Petersburg, FL office of Metropolitan Life as a Registered Representative. In 1994, Scott was invited to join R.S. Williams and Associates, Inc., as Vice President and he assumed ownership of the company in 2000.
Scott earned the Chartered Life Underwriter (CLU) designation in 1994, the Life Underwriter Training Council Fellow (LUTCF) designation in 2000, the Financial Services Specialist (FSS) designation in 2010 and the Chartered Retirement Plan Specialist (CRPS) designation in 2013. Scott routinely attends educational conferences and due diligence meetings to remain at the forefront of the financial planning industry.
Scott enjoys inshore fishing on the west coast of Florida as well as hiking and mountain climbing in the western United States.
Scott, his wife Amy, and their three daughters reside in Clearwater, FL.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.