Scott O’Keeffe


Scott is an AVP of Partner Development and a Succession Coach with United Planners. He currently holds his Series 7, 24, 53, 63, and 65 and life and health licenses. Scott started working for United Planners in 2011, but began his career in financial services in 1996. When not working, Scott enjoys spending time with his three children, Fiona, Kevin, and Declan, and wife, Stacy.