For many families in Sarasota, financial planning is about more than managing investments. It is about aligning the decisions they make today with the future they envision for themselves and the people they care about. That is the foundation of Scott Collins’ approach. As a Partner and Wealth Advisor at Waverly Advisors, LLC, Scott has spent more than 27 years helping families think through their goals with clarity, intention, and a disciplined long-term perspective.

Scott’s experience is both deep and diverse. With a J.D. and LL.M. in Taxation, he brings a thoughtful understanding of the legal and tax considerations that often accompany major financial decisions. But what clients tend to value most is the way he translates complex topics into conversations that feel approachable and grounded in their daily lives. Whether discussing retirement income strategies, education planning for children or grandchildren, charitable giving opportunities, or legacy considerations, Scott focuses first on understanding what matters most to each family.

That clarity lays the groundwork for the next step: objective, fiduciary guidance. As a fiduciary, Scott is committed to putting clients’ interests first. For him, this responsibility is not simply a regulatory standard but a core philosophy that shapes every part of the planning process. It shows up in transparent recommendations, open conversations, and a collaborative approach that encourages families to participate actively in their financial journey.

Scott’s long-standing involvement in the Sarasota community also influences the way he works with families. He understands the opportunities, lifestyle decisions, and generational considerations that shape financial planning in this region. That local perspective, combined with decades of experience, gives clients a sense of confidence and continuity as they navigate important milestones.

Since joining Waverly Advisors, Scott’s work is supported by the depth and resources of a national, fee-only firm. Waverly’s collaborative structure brings together specialists across investment management, tax-aware strategies, retirement planning, estate considerations, and business owner needs. This team-based approach allows Scott to extend the range of insights and tools available to his clients while maintaining the personalized relationship that has defined his career.

This combination of personal connection and expanded capabilities is especially important in a landscape where markets and tax laws continue to evolve. Families often face decisions that require balancing short-term needs with long-term objectives. Waverly’s disciplined investment process and scenario-based planning tools provide a structured framework to evaluate those decisions, helping clients stay aligned with their goals as circumstances change.

Ultimately, Scott believes successful planning is not about predicting the future. It is about preparing thoughtfully for the many possibilities the future may bring. When families have clarity around their priorities, a trusted fiduciary partner to guide them, and disciplined strategies to support their decisions, they are better positioned to navigate life’s complexities with confidence.

For Sarasota families seeking a deeper, more intentional approach to their financial lives, Scott offers a steady, experienced hand—grounded in purpose, strengthened by community, and supported by the breadth of Waverly Advisors.

If you would like to find out more about Scott Collins and to get a complimentary wealth management assessment and portfolio stress test, you can call Scott Collins at 941-323-5057 or reach him by email at [email protected].

Investment advisory services are offered by Waverly Advisors, LLC, an investment adviser registered with the securities and exchange commission. © 2025 Waverly Advisors, LLC. All rights reserved. Visit Please Note: The scope of the services to be provided depends upon the needs of the client and the terms of the engagement. Visit https://waverly-advisors.com/otherimportantdisclosure for disclosures.