Scott Kelly - Financial Advisor: Legacy Wealth Partners
Share
Nearby finance companies
Bothell Everett Highway
Pacific Avenue S, Tacoma
98012
201 Place SE
Main Street, Mill Creek
Main Street, Mill Creek
NE 4th Street, Bellevue
17th Avenue SE
108th Avenue Ne Suite, Bellevue
98021
29th Drive SE
29th Drive Se Suite
Marysville 98271
29th Drive SE
Nearby accountants
98012
Bothell Everett Highway
164th SE, Mill Creek
Bothell Everett Highway
Mill Creek 98012
Bothell Everett Highway
Nearby realtors & realty services
Bothell Everett Highway
Bothell Everett Highway
Bothell-Everett Highway
Bothell-Everett Highway
Bellevue 98004
Bothell-Everett Highway
Nearby law practices
Bothell-Everett Highway
Bellevue 98004
Bothell Everett Highway
98012
98012
Scott is a proactive planner and investment manager, putting his experience and heart into helping ensure that his clients’ finances evolve alongside them.
As an advisor, he strives to check in with his clients regularly, crafting portfolios that suit their needs and tailoring their financial plans to keep up with the lives they live. He helps them identify their long- and short-term priorities, then aligns their investments with their lifestyles and goals. He and his team at Legacy Wealth Partners combine their 60 years of experience, following a fiduciary standard of care to serve clients at the local level. Clients can trust Scott to help them plan for their futures. He takes a layered approach to building financial independence over a lifetime, offering customized investment portfolios, which he constructs and reviews directly. At Raymond James, Scott has access to the financial expertise and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. When clients have a question or concern, he aims to answer promptly, completely and truthfully, taking care to provide all the information they need to make informed decisions, based on realistic expectations, about their investment needs. Scott considers it his mission to guide each client so they feel confident that their financial life is in order, for themselves and everyone else in their chosen family circle. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm Legacy Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.
11/03/2026
Nov. 3 - Equity futures point to a mixed open this morning, although NASDAQ futures are modestly higher as investors show some renewed buying interest in technology stocks following yesterday's sharp afternoon selloff.
Read more in the Morning Brew.
Morning Brew: November 3, 2026 amazonaws.com
11/02/2026
AI, inflation, energy, geopolitics, interest rates and retreats to safety – October brought a relatively flat outcome considering the strong currents underneath. Find out more in our monthly market recap.
October review: Markets navigate competing forces raymondjames.com
11/02/2026
Nov. 2 - Equity futures point to a higher open this morning, with AI-related stocks and semiconductors showing signs of a rebound following last week's sharp losses.
Read more in the Morning Brew.
Morning Brew: November 2, 2026 amazonaws.com
10/30/2026
With the midterm elections approaching, potential power shifts could influence the policy landscape. Raymond James Chief Investment Officer Larry Adam examines what the election outcomes could mean for the economy and financial markets.
Weekly Headings: October 30, 2026 raymondjames.com
10/30/2026
The US economy remains strong, but growth is becoming increasingly concentrated in AI investment. Raymond James Chief Economist Eugenio Alemán explores the dynamics in the latest Weekly Economics.
Weekly Economic Commentary: October 30, 2026 raymondjames.com
10/30/2026
Oct. 30 - Tech stocks face substantial pressure again following disappointing earnings from a large Consumer Discretionary company and weak guidance from a large semiconductor company. NASDAQ futures are down more than 2.0%.
Read more in the Morning Brew.
Morning Brew: October 30, 2026 amazonaws.com
10/29/2026
Oct. 29 - Alongside another busy morning of earnings reports, investors face a full economic calendar highlighted by the September PCE price indexes, the Fed's preferred inflation gauges.
Read more in the Morning Brew.
Morning Brew: October 29, 2026 amazonaws.com
10/28/2026
Oct. 28 - Equity futures point to a mostly higher opening this morning as investors assess another round of corporate earnings and await this afternoon's FOMC decision.
Read more in the Morning Brew.
Morning Brew: October 28, 2026 amazonaws.com
10/27/2026
Oct. 27 - Equity futures point to a modestly higher open this morning as investors assess the latest batch of earnings reports while awaiting a relatively full slate of economic data.
Read more in the Morning Brew.
Morning Brew: October 27, 2026 amazonaws.com
10/26/2026
Oct. 26 - Equity futures point to a modestly higher open to start the week following a mixed finish for the major averages last week, which featured considerable selling pressure across the AI trade and pronounced shifts in market leadership.
Read more.
Morning Brew: October 26, 2026 amazonaws.com
Click here to claim your Sponsored Listing.
Category
Contact the business
Telephone
Website
Address
18323 Bothell Everett Highway, Suite 330
Bothell, WA
98012
Other Financial Services in Bothell
Show All
Abella Tax Services, Inc.
6100 219th Street Southwest, Ste 480, Mountlake Terrace
Mountlake Terrace, 98043
No annoying tax professional lingo. Just straight, authoritative and friendly advice. Visit us: www.abellatax.com Or call: (425) 743-9250
Daniel Christopher Hunter - NMLS 1802007, Capstone Home Loans NMLS 1850
3400 188th Street SW/Suite 101
Lynnwood, 98043
A division of American Pacific Mortgage Corporation
Courtney Hamilton - Country Financial
15222 Woods Creek Road
Monroe, 98272
Dedicated to helping you protect what matters most. Let's work together to create your unique plan!
Forney Financial
19401 40th Avenue West, Suite 460
Lynnwood, 98036
As your professional Financial Advisor, I'm committed to building an open, long-term relationship.
Marc from The Medicare Exchange is here to help
19031 33rd Avenue W, Suite 314
Lynnwood, 98036
I have 10 years of helping people secure their Financial future in the senior market..
Edward Jones-Associate: Josh Granberg
13624 Highway 99 Suite D10
Lynnwood, 98087
I help real estate investor and art investor understand their financial positions and achieve their goals through a wholistic process.
Alerts
Be the first to know and let us send you an email when Scott Kelly - Financial Advisor: Legacy Wealth Partners posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.