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Viktoriya Scott
Viktoriya Scott
Financial Advisor
Financial Planning Associate
2678 South Road
Poughkeepsie, NY 12601
tel: 845-485-2834
toll free: 800-634-0575
fax: 845-485-4918
Email Me
Welcome Associations Education Services Experience
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.

Ask me about Women & Co.®, a program offered by Citi to help women address the unique financial challenges they may face in their lifetimes. Visit www.womenandco.com.
Associations
  • Mid-Hudson Women's Network
    Member
    Highland, NY
  • The American Heart Association - Contributor
  • St. Judes Children's Hospital - Contributor
  • Dutchess County Reginal Chamber of Commerce member
Education and Licensing
  • Bachelor of Science - Finance & Economics, 1986
    State University of New York at New Paltz
    New Paltz, NY
  • Financial Planning Associate Designation
  • Fluent in Russian
  • Series 7, 6 & 65 Licensed
  • Life & Health Insurance Licensed
Services
  • Wealth Management
  • Financial Planning
  • Retirement Planning
  • Asset Management
  • Estate Planning
  • Fixed Income
  • Endowments and Foundations
  • 529 Plans
  • Executive Financial Services
  • Family Consulting
  • Long Term Care Insurance
  • Cash Management
  • Women and Company®
  • Socially Responsible Investing
  • Professional Portfolio Management
  • Exchange Traded Funds
  • Corporate Retirement Plans
  • 401k Rollovers
  • Certificates of Deposit
  • Annuities
Business Experience
  • 2000 - Present: Morgan Stanley Smith Barney*
    Financial Advisor
    Financial Planning Associate
    Poughkeepsie, NY
  • 1995 - 2000: Charter One Financial
    Poughkeepsie, NY
  • 1994 - 1995: Merrill Lynch
    Poughkeepsie, NY
Bulletin Board
  • Who is watching over your retirement? Building an investment portfolio that you hope might cover your needs down the road isn’t a substitute for a retirement plan. Talk to us about advice that goes beyond investments. A new standard for retirement planning.
  • Ask me about developing, with you, a free Comprehensive Financial Plan based on your financial goals and objectives, and then implementing a disciplined investment strategy designed to help you achieve those goals.
  • I am very appreciative when existing clients introduce friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations. Please email a link to my website to anyone in your life that may be facing a life changing event, such as retirement or an estate issue.
Viktoriya Scott is licensed in the following state(s): AL, AZ, CA, CO, CT, DE, FL, GA, LA, MA, MD, NC, NH, NJ, NV, NY, OH, PA, TN, TX, VA, VT, WA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Women & Co. is a membership service that provides financial education and related resources intended for informational purposes only. No feature of the membership shall constitute an offer or solicitation with respect to the purchase or sale of any security. Citigroup entities and Morgan Stanley Smith Barney LLC pay an annual fee to Women & Co. for expenses relating to the delivery of membership services to clients. A member is not required to be a customer of a Citigroup affiliate or Morgan Stanley Smith Barney LLC to enroll. Women and Company, Women & Co., and Citi are registered service marks of Citigroup Inc.
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