Jun 27, 2024 -
Ledyard Financial Advisors is pleased to announce that Scott Coulter, CFP®, has joined the organization as Chief Wealth Planning Officer. Scott brings over twenty years of leadership experience in the wealth management and banking industries. Scott will lead the Division’s Financial Advisors, Financial Consultants & Client Administrators, and partner with other divisions of the bank to help clients with a comprehensive banking and wealth management experience.
Michael Hakoun, Executive Vice President and Managing Director of Ledyard Financial Advisors, stated, “We’re thrilled to welcome Scott as the new Chief Wealth Planning Officer. With Scott’s passion, experience and deep industry knowledge, we’re poised to enhance Ledyard’s strategic vision of helping clients live better.”
Most recently, Scott served as the Head of Strategy and Distribution for Citizens Wealth Management. In this role, he was responsible for driving initiatives that significantly grew the business by enhancing processes and programs, ensuring exceptional experiences for both clients and colleagues. Scott has also been the National Sales Manager, leading a large team across all client segments, from emerging affluent to Ultra High Net Worth.
Before stepping into leadership roles, he worked as a Financial Advisor, focusing on comprehensive financial planning for his clients. Passionate about the financial planning process, Scott is dedicated to unlocking clients’ full potential and enhancing the lives of both our team and our clients.
Scott holds a CFP® designation and FINRA Series 7, 24 and 65 licenses. Additionally, he is a recent graduate of the Consumer Banking Association’s Executive Banking Program.
Scott resides in Westford, Massachusetts.
