Scott Lingrell is consistently recognized in the financial industry for his exceptional commitment to servicing the long-term needs of his clients and for the expertise, dedication, passion, and personal care he provides. He has earned recognition from the MILLION DOLLAR ROUND TABLE, an international organization for financial representatives.
Scott and Jaraiedi Financial Group are well known for their highly regarded financial workshops and seminars. They have been invited by many firms and organizations to hold presentations on financial subjects such as Estate Conservation Strategies, Retirement Planning, Investment Allocation and many more. Scott has been helping clients with their financial assets since 2002.
Mr. Lingrell is well versed on subject matters such as:
GROUP BENEFIT PLAN DESIGN (INCLUDING RETIREMENT AND INSURANCE PROGRAMS), WEALTH MANAGEMENT ACCOUNT, ANNUITIES, ASSET ALLOCATION STRATEGIES, and DISABILITY INSURANCE.
*The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets administered.
Experience:
MassMutual - NJ
- Financial Planner
- Financial Services Representative
- Investment Adviser Representative
Metlife - NJ (2002 - 2016)
- Financial Planner
- Financial Services Representative
- Investment Adviser Representative
Licenses & Designations
- FINRA Series 6, 7, 63, & 65 securites registered
- Retirement Income Certified Professional (RICP)
- Property & Casualty Insurance
- Life & Health Insurance
- MetLife Transition Solutions Specialist
- Delivering The Promise Specialist
- BA from Ramapo College of New Jersey
Accomplishments:
- Member of Million Dollar Round Table
- Experienced in assisting individuals and small and large corporations