Our Team

For more than three decades, Mark has helped individuals, families, and business owners simplify financial complexity and make confident decisions through every stage of life. His approach is grounded in long-term relationships, objective advice, and the belief that wealth management should be as personal as it is strategic.

Mark began his career with Merrill Lynch in 1992, where he spent 12 years building a strong foundation in investment management and wealth planning. He later joined a boutique registered investment advisory firm, where he spent the next decade serving high-net-worth families in progressively expanding leadership roles, ultimately serving as President of Wealth Management & Family Office Services. During that time, he helped clients coordinate every aspect of their financial lives, including investment management, retirement planning, estate planning, tax-aware wealth strategies, and multi-generational legacy planning.

After a successful career with both a global financial institution and a boutique advisory firm, Mark cofounded TradeWinds Wealth Partners to create a firm where independence, personal relationships, and fiduciary advice are at the center of every client’s experience.

Throughout his career, Mark has believed that the greatest value an advisor provides extends well beyond managing investments. He serves as a trusted resource, helping clients navigate retirement, business transitions, inheritance, charitable giving, and other significant financial decisions. Working closely with attorneys, accountants, and other trusted professionals, he helps ensure every aspect of a client's financial life is coordinated with purpose and intention.

Mark has held numerous securities and insurance licenses throughout his career, including FINRA Series 7, Series 63, and Series 65 licenses, as well as Life, Health, and Variable Annuity licenses. He currently maintains his Series 65 Investment Adviser Representative registration and is also a licensed Mortgage Loan Originator.

Giving back to the community has long been important to Mark. He served for five years on the Board of Directors of a charter school dedicated to serving at-risk students and has also been an active volunteer and mentor with Big Brothers Big Sisters.

Mark lives in Jacksonville, FL and outside the office enjoys boating and traveling, especially discovering coastal destinations around the world. His appreciation for thoughtful navigation—both on the water and in life—inspired the name and philosophy behind TradeWinds Wealth Partners: providing steady guidance to help clients pursue their financial goals with confidence.

Scott works with individuals, families, and business owners on building and preserving wealth across generations. He brings 15 years of experience in the financial services industry to that work.

Over the course of his career, Scott has taken on increasing responsibility at each firm where he has worked and has received multiple awards recognizing his professional achievement. He believes in serving others first, and he works with clients individually, developing a plan built around each person’s circumstances, priorities, and long-term goals.

Scott is deeply involved in the Jacksonville community. He serves as Vice Chair of the Downtown Investment Authority for the City of Jacksonville, contributing to the redevelopment and long-term growth of the city’s urban core. He is also Chair Elect of the Jacksonville Speech & Hearing Center, which provides hearing, speech, and language services to residents across Northeast Florida regardless of ability to pay. Both roles reflect a belief that a strong city depends on people willing to invest time in it. He is a graduate of Leadership Jacksonville’s Class of 2024 and a Hightower Fellow through the JAX Chamber.

Scott holds a Bachelor of Science in Organizational Leadership from Union University and maintains the Series 65 license.

He lives in San Marco, FL with his wife, daughter, and son. Outside the office, he coaches his son’s baseball team, plays tennis, and spends as much time as he can with his family and at the beach.