Dashboard Wealth Advisors | Our Team | Scott Schuster

Scott Schuster, CFP®, CPA
Managing Director, DWA; Financial Advisor, RJFS
scott.schuster@dashwa.com

Scott Schuster

Being left-handed may explain why Scott is right-brained. And being right-brained certainly explains his near obsession with finance and structured thought. But there’s another aspect of Scott that requires no explanation – his passion for helping people.

After spending almost 10 years as a CPA for Ernst & Young, Scott realized that his love of financial analysis was lacking something – the personal element of the analysis. However, two years would pass before he would combine his expertise in financial analysis with his passion for serving others as vice president, wealth management at A.G. Edwards in 2000. Later, Scott served as senior vice president, wealth management at Morgan Stanley until 2013. That’s when he and Paul started Dashboard Wealth Advisors, LLC.

Today, Scott enjoys owning his own practice. But far beyond the satisfaction of accomplishment, ownership provides Scott with the opportunity he always sought – the freedom to fully focus on the needs of his clients. Ultimately, the goal Scott would have for his clients is to have the ability to work out of desire, NOT necessity.

A graduate of the University of Illinois at Champaign-Urbana, Scott holds a Bachelor of Accountancy degree. Professionally, he has achieved the designation of Certified Financial Planner professional and Certified Public Accountant. Those awarded these certifications have completed extensive training and experience requirements and are held to rigorous ethical standards.

Scott is a native of Kansas, but today calls Elmhurst, Illinois, home. He and his wife, Heather, happily share their home with three children and a yellow lab. Scott is an avid musky fisherman and enjoys golf and snow and water skiing. You can also find him coaching his kids’ soccer and basketball teams.

 

Raymond James is not affiliated with any of the organizations listed above.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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