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Scotty  Pires

Scotty Pires

Partner | CEO | Financial Advisor

As Partner, CEO, and a Financial Advisor at Echelon Planning Group, my primary responsibilities include meeting with clients, hosting engaging presentations on various financial topics, crafting comprehensive financial plans, and above all, building trust-based relationships. With over 9 years of experience in the financial services industry, I've had the privilege of helping clients navigate their financial journeys. I specialize in wealth management, tax planning, life insurance, annuities, disability insurance, estate planning, and portfolio management, as these services can all be key factors in a proper financial plan.

I hold the Series 65 securities licenses, as well as licenses for life and health insurance. My educational background includes a bachelor's degree in finance from the University of Massachusetts at Dartmouth. What truly drives me is the opportunity to treat my clients like family and prioritize their education when developing a well-thought-out financial strategy for retirement.

My passion for helping people take control of their financial lives has been a constant throughout my career. Before joining Echelon, I worked in banking, but I felt limited in my ability to truly make a difference. Seeking to expand my knowledge in financial planning, I made the transition to this industry, driven by my goal to prioritize education. When it comes to my job, I most enjoy serving as an educator for my clients so that they can feel comfortable and confident in their financial decisions.

Outside the office, you'll find me enjoying quality time with my wife, Michele, and our daughters, Camila Rose and Siena Grace. in Acushnet, Massachusetts. I also love spending time with family and friends, indulging in cooking, golfing, and cheering on New England sports teams.

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