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Scott, Director at Baird, is a CERTIFIED FINANCIAL PLANNER™ CFP® Professional, Accredited Investment Fiduciary® and a Charted Retirement Plans Specialist™. He focuses on both individual wealth management and corporate retirement plan advisory services. His practice provides advisory services that have earned him a reputation as an expert and trusted resource.
Scott is Series 6, 7, 63 & 65 registered, and holds his Life, Accident & Health Insurance license. Scott received a B.S. from Clarkson University. Scott belongs to numerous financial/retirement trade organizations to remain current with industry changes and trends.
Scott has been named to the Financial Times FT 401 ranking as one of the top retirement plan advisors for 2016, 2017, and 2018. He was also named as one of the Top 300 Most Influential Advisors in Defined Contribution by The 401k Wire (2010), and serves a number of community organizations, including Insight House Chemical Dependency Company (Trustee) and is a member at the Toccolana Club of Rome.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirement.
Holders of an Accredited Investment Fiduciary (AIF) designation have demonstrated required knowledge and expertise in working with retirement plans. Baird makes available to its clients various distinct products and services, and there are important differences between those services and the duties and obligations owed to clients in connection with provision of those services. Baird and your Baird Financial Advisor do not act as fiduciaries nor is a fiduciary duty owed to a client when providing certain products and services. For more information about the products and services Baird makes available as well as the duties and obligations Baird and your Baird Financial Advisor may have to you in connection with the provision of products and services, please contact your Baird Financial Advisor.
Debra Jean Heilig
Debra Jean joined The Scott George Group in the Fall of 2010 as a Client Assistant and assists Scott on the corporate retirement plans that he advises on. Debra Jean prepares quarterly review presentations for the corporate review meetings that take place with the Advisor and the 401(k) committee members of each retirement plan. Debra Jean serves as a liaison between the 401(k) committee members and Account Managers at various fund companies where the retirement plans are held. She also assists 401(k) participants with various issues pertaining to their individual 401(k) accounts, including loan requests, in-service distributions, rollovers, cash outs upon retirement, and much more. Debra Jean was the lead vocalist in a local, full-time band in the 80’s and has lived most of her life in Central New York, except for a few years spent in South Georgia.
Melissa A. Motyl
Melissa joined the firm in 2014. She is Series 7 and 66 registered. Melissa provides support for Scott’s individual client accounts. She assists with all aspects of client account service – scheduling appointments, preparing reviews, account paperwork, opening accounts, and financial transactions. She handles correspondence, maintains electronic files, addresses client inquiries and requests.
Melissa graduated summa cum laude from Syracuse University, earning a Bachelor of Arts in Psychology. After graduating she moved to Boston and worked in the Retirement Services Division of MFS Investment Management for six years. She then accepted a position at Cushman & Wakefield, Inc. supporting their team of Downtown Boston real estate brokers.
Melissa moved back to New York in 2010 to be near her family. She spent four years as an account manager at Cathedral Corporation before joining M. Griffith Investment Services, Inc. and then Baird where she could integrate her background in financial services, executive level support, and customer service.