HomeTeam MemberTerry Scott

Terry Scott

Terry Scott

Terry Scott

J.D.
Estate and Trust Manager

Terry joined Boulay in 2024, bringing over 24 years of estate and trust experience. He reviews trust, estate, and gift tax returns and assists with tax compliance and planning. Terry has extensive experience working in fiduciary, corporate, partnership and individual taxation. His commitment to accurate and efficient work allows him to deliver excellent client service. Prior to joining Boulay, Terry spent 15 years serving in a similar role within the estate and trust department of a law firm.

INVOLVEMENT

  • Penn State University Alumni Association—Lifetime Member

EDUCATION

  • Duquesne University School of Law —Juris Doctor
  • Penn State University—B.S. 

HONORS AND AWARDS

  • Bank of New York—Premier Achievement Award
  • Bank of New York —Risk Reduction Essay Winner

PERSONAL INTERESTS

  • Camping with his family
  • Motorcycling
  • Traveling (Alaska and Ireland are his favorite destinations)
  • Spending time with his dog, Grover

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Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Registered Representatives of Valmark Securities, Inc. are located at the Minneapolis/Eden Prairie office(s). See Valmark’s Form CRS.

Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. FINRA | SEC | SIPC | ©2021-2024 Boulay | All rights reserved.