Team- Morristown

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.

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.

Alex is a dedicated and hardworking financial advisor, committed to helping clients achieve their financial goals with personalized and strategic guidance. With a robust educational background from Quinnipiac University, Alex holds...

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.