Scott Marks,
CFP®, CRPC®, WFA®
Senior Financial Advisor, Vice President
For the families Scott serves, the question often isn’t “Will we have enough?” It’s “What do we want our wealth to make possible?” After a lifetime of saving and building, their priorities turn toward supporting the next generation, giving to causes they care about, and creating a lasting legacy.
Scott helps families bring those aspirations into focus. Through personalized financial planning, he and his team connect investment decisions, retirement goals, and legacy and charitable priorities into a cohesive plan. His approach starts with listening—understanding the people, values, and experiences that give each family’s wealth its meaning. Clients can expect an accessible, relatable, and transparent partner along the way.
Scott’s path to financial planning began after graduating from Arizona State University in 2010 with a degree in Supply Chain Management. As a credit analyst with Alliance Bank of Arizona’s commercial lending team, he developed a foundation in financial analysis. Four years later, he joined Merrill Edge, where he helped clients across the country make investment decisions and build long-term financial plans.
At Summit Wealth Group, Scott brings that experience to a more comprehensive approach to wealth management, helping families consider not just what they have accumulated, but what they hope to accomplish with it. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Chartered Retirement Planning Counselor (CRPC®) and Whole Family Advisor (WFA®) designations. Scott was named to Forbes’ “Top Next-Gen Wealth Advisors Best-in-State” list in 2023 and 2026, and its “Best-in-State Wealth Advisors” lists in 2024 and 2025.
For Scott, conversations about family and legacy are personal. He lives in Cave Creek, Arizona, with his wife, Alysa, and their three children, Redford, Abby, and Scarlett. Outside the office, he enjoys golfing, coaching Redford’s baseball team, and spending time with his daughters—experiences that keep him connected to the people and moments that make planning worthwhile.
2023 Forbes Top Next-Gen Wealth Advisors Best-in-State, created by SHOOK Research. Presented in Aug 2023 based on data gathered from March 2022 to March 2023. 3738 Advisors were considered, 1464 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
Celebrating three consecutive years of being on Forbes’ Best-In-State Wealth Advisors list for Arizona.
2023-2025, Forbes Best-in-State Wealth Advisors, the 2025 award created by SHOOK Research, is based on an algorithm of qualitative data collected as of April 2024, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management. No compensation was provided to Shook Research to obtain inclusion on the list, but there is a licensing fee to utilize the Forbes logo in marketing materials. Criteria may not be directly related to the quality of investment advice provided. For more information, Click here
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
