Posted January 13, 2025
Meet Scott Vezzosi: BNA Wealth Advisor
We are thrilled to introduce Scott Vezzosi, CFP®, as the newest member of the BNA Wealth team. Scott brings extensive experience in financial planning and investment strategies, and we are excited to have him join our team to support our customers in achieving their financial goals. With a decade of experience in investment strategies, retirement planning, and wealth management, Scott brings exceptional expertise and a passion for helping customers achieve their financial aspirations.
Professional Background
Scott began his financial career at Charles Schwab, where he served customers from 2015 to 2023. During his tenure, Scott provided comprehensive financial advice tailored to meet each customer’s unique needs and aspirations. In 2018, he earned his Certified Financial Planner™ (CFP®) designation, a testament to his commitment to delivering the highest standards of financial planning and customer service.
In 2023, Scott transitioned to TIAA, where he further honed his expertise in retirement planning and institutional investment solutions. His time at TIAA deepened his understanding of how to craft strategies that align with both personal and professional financial objectives.
Scott joined BNA Wealth in late 2024 as a Wealth Advisor, and we couldn’t be more excited to have him on our team. His customer-first approach and dedication to transparency perfectly align with BNA’s mission of providing personalized, high-quality financial guidance.
Honoring Larry Vitez
Larry’s Legacy – Scott’s arrival comes during an important moment in BNA Wealth’s history as we celebrate the incredible career of Larry Vitez, the founder of BNA Wealth, who is retiring after 35 years as an independent financial advisor. Larry has built a legacy of trust, expertise, and meaningful relationships with his customers.
A Thoughtful Transition
Larry and Adam Ackerman, President of BNA Wealth, carefully selected Scott to continue supporting Larry’s customers with the same level of care and dedication. We are confident that Scott will carry forward the values and commitment that have been at the heart of Larry’s career.
Educational Background and Professional Credentials
Scott Vezzosi holds a Bachelor’s degree in Finance from the University of Denver. He is also a proud Certified Financial Planner™ (CFP®) professional, underscoring his expertise and adherence to the rigorous standards of the CFP Board.
Personal Life
Originally from Plymouth, Minnesota, Scott now resides in Charlotte, North Carolina, with his wife, Britt. When he’s not working with customers, Scott enjoys staying active with hobbies such as skiing, golf, pickleball, and hiking. On weekends, you might find Scott and Britt walking their dog along Charlotte’s beautiful greenways or spending quality time with their nieces and nephews.
Scott also has a passion for travel and exploring new destinations. When it comes to unwinding, his favorite TV shows include Shrinking and Modern Family.
What Scott Loves About BNA
“The transparency and collaborative commitment to helping customers are what make BNA so special. I’m excited to be part of a team that values building meaningful relationships and delivering exceptional results for our customers.”
Let’s Connect
Scott is eager to meet BNA Wealth’s customers and learn more about their financial aspirations. You can reach him directly at:
📞 Cell: (803) 620-4780
📧 Email: scott@bnawealth.com
If you’d like to schedule a meeting with Scott, you can do so here: Schedule a Meeting
We’re confident that Scott’s expertise and dedication will make him an invaluable resource for your financial journey. Welcome to the team, Scott!