Strategies for Wealth
 
Scot Karr
800 Westchester Avenue, N-409
Rye Brook, New York 10573
T   914-288-8935   F   914-462-5277

  Email scot_karr@strategiesforwealth.com

Publications
Scot Karr
About Scot:
Scot spent 25 years in the financial services industry. After interning the summer of 1981 at Solomon Brothers, a young ex-partner, Michael Bloomberg, convinced him to go to Merrill Lynch. Scot spent 5 years at Merrill trading short-term fixed income and moved to Goldman Sachs in 1987 where he spent 20 years. At Goldman, Scot was responsible for client coverage and trading in the commercial paper markets, US treasuries and Government agencies. Strong client relationships and client service are at the cornerstone of everything Goldman does and Scot has continued to follow that philosophy as he builds his current business at RHB. Scot has built a successful network of friends and business associates who have engaged him in their own financial planning and have been eager to refer him to their colleagues and friends. A two time 1st runner up as Guardian’s New Agent of the Year, he was an Executive Club qualifier in his first year in the business and a Presidents Council producer in year 2.

Scot is active in the alumni associations of the schools he attended and currently serves on the Board of Blythedale Children’s Hospital in Westchester, New York—a hospital that serves children with complex medical and rehabilitative needs.

He holds a BA ’80 from Colgate University where he played tennis and a MBA ‘82 from Duke University Fuqua School of Business.

An avid golfer and tennis player, Scot and his wife of 22 years Patricia reside in Chappaqua, New York and have a son Drew who is a senior at Vanderbilt University and a son Justin who is a sophomore at Richmond University and a member of the men’s soccer team.


Education and Training:
Merrill Lynch - Bond Trader, 1982-1987
Goldman Sachs - Bond Trader, 1987-2007

Colgate, BA 1980
Fuqua School of Business at Duke University, MBA 1982

Community, Charitable or Professional Organizations/Associations:
Horace Greeley Sports Boosters
Blythedale Children's Hospital, Valhalla, New York, Board Member

Insurance Licensed In:
New York, New Jersey, Connecticut, Tennessee
Licensed in other states upon request.

URL:
http://www.strat4wealth.com/scotkarr


Scot Karr is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 800 Westchester Avenue, Rye Brook, NY 10573, 914-288-8800. Securities products and services offered through PAS. Financial Representative of The Guardian Life Insurance Company of America (Guardian) New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Strategies for Wealth is not an affiliate or subsidiary of PAS or Guardian.

PAS is a member FINRA/SIPC. www.finra.org


 
 
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