Scott O'Berry, Financial Advisor located in St Pete Beach, FL

Financial Advisor
Scott N O'Berry

CFP®, ChFC®, CEPA®, AAMS®
5501 Gulf Blvd Suite 105, St Pete Beach, FL 33706opens in a new window
Accepting New Clients
Serving clients with $750,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Corporate Executives
  • Retirement Income Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Tennis
  • Personal Fitness
  • Snowboarding

Team Members

  • Cindy Dummar
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(727) 363-6362

Fax

(866) 823-0773

Office Address

5501 Gulf Blvd Suite 105
St Pete Beach, FL 33706opens in a new window

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