About the Phelan and Myers Wealth Management Group:

• Scott Phelan, Executive Vice President/Wealth Management. Scott has more than 20 years of experience, and focuses on helping build wealth for high net worth individuals and corporate clients. His core competencies include estate, retirement, insurance and income tax planning strategies. Scott has held leadership positions at Edward Jones, The Hartford, and New England Financial.  Most recently, he was a Senior Vice President, Wealth Management, Financial Advisor/Senior Portfolio Management Director at Morgan Stanley.
• Kevin Myers, Vice President/Wealth Management. Kevin has more than 10 years of experience, and helps clients develop and implement comprehensive, tailored financial plans. He specializes in portfolio management, ensuring that each of his clients’ unique needs are being taken into account. Most recently, he held the position of Senior Portfolio Manager and Producing Branch Manager. He earned his bachelor’s degree from the University of Georgia.
• Cindy Hions-Dayoub, Wealth Planning Assistant/Wealth Management, Senior Registered Private Client Associate. Cindy has over 18 years of experience and supports all administrative aspects of the practice, helping clients with administrative requests, including trading and research. As a Certified Retirement Plan Counselor and by holding the Series 7, 66, 9, 10 and Life and Health Insurance licenses, Cindy is able to better assist Scott and Kevin with any questions clients may have regarding retirement and insurance.