Broker Check

Team

 

Thomas Whelan

Partner/Investment Advisor Representative

(973) 232-2061

[email protected]

Tom has been in the financial services industry for over two decades. He wants to offer his clients the best "independent" services possible, and WhelanScott Asset Management has been built on this core value.

Read more

Walter K. Scott

Partner/Investment Advisor Representative

(973) 232-2062

[email protected]

Walter provides clients with uniquely designed wealth management solutions. He has spent over 20 years providing independent advice to clients and works hand in hand with the client's current team of service providers.
Read more

Liam Carr

Senior Vice President/Investment Advisor Representative

(973) 716-7544

[email protected]

Liam serves as Senior Vice President, and heads WhelanScott Asset Management's Self Directed 401(k) initiative. Additionally, Liam is a team leader in designing personal and business protection concepts.
Read more

Brendan Hackett

Vice President/Registered Representative

Brendan deals with investment products and strategies across private and public markets. As a registered representative he works with families to help them develop and implement financial strategies that fit their unique circumstances....
Read more

Robin Franklin

Client Services Manager

(973) 232-2066

[email protected]

Robin joined WhelanScott Asset Management with over 25 years of experience in corporate management positions. She also played a key role in developing and training new team members.
Read more

Jessica Whelan

Operations Assistant

973-232-2067

[email protected]

Jessica joined WhelanScott Asset Management in 2017. Her responsibilities at WhelanScott include operation management, compliance, and client service. Jessica plays a key role in enhancing the overall client experience by ensuring the...

Read more

Have a Question?

Name
Email
Question
Thank you! Oops!