Scott Kelly - Financial Advisor: Legacy Wealth Partners
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Scott is a proactive planner and investment manager, putting his experience and heart into helping ensure that his clients’ finances evolve alongside them.
As an advisor, he strives to check in with his clients regularly, crafting portfolios that suit their needs and tailoring their financial plans to keep up with the lives they live. He helps them identify their long- and short-term priorities, then aligns their investments with their lifestyles and goals. He and his team at Legacy Wealth Partners combine their 60 years of experience, following a fiduciary standard of care to serve clients at the local level. Clients can trust Scott to help them plan for their futures. He takes a layered approach to building financial independence over a lifetime, offering customized investment portfolios, which he constructs and reviews directly. At Raymond James, Scott has access to the financial expertise and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. When clients have a question or concern, he aims to answer promptly, completely and truthfully, taking care to provide all the information they need to make informed decisions, based on realistic expectations, about their investment needs. Scott considers it his mission to guide each client so they feel confident that their financial life is in order, for themselves and everyone else in their chosen family circle. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm Legacy Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.
10/02/2026
Investors have navigated a variety of challenges so far in 2026. Raymond James Chief Investment Officer Larry Adam examines the risks and opportunities that could shape the months ahead.
Weekly Headings: October 2, 2026 raymondjames.com
10/02/2026
How effective will higher interest rates be in helping to bring down inflation? Raymond James Chief Economist Eugenio Alemán explains the economic data points and dynamics in play.
Weekly Economic Commentary: October 2, 2026 raymondjames.com
10/02/2026
Oct. 2 - Equity futures point to a higher open this morning as oil prices move firmly lower, which has in turn caused U.S. Treasury yields to move modestly lower as well.
Read more in the Morning Brew.
Morning Brew: October 2, 2026 amazonaws.com
10/01/2026
September's relatively flat S&P 500 performance masked a growing dispersion beneath the surface. Meanwhile, the bond market took center stage. Get the details in the latest market recap:
September review: Bond market in focus as Treasury yields climb raymondjames.com
10/01/2026
Oct. 1 - Equity futures point to a higher opening this morning amid renewed enthusiasm surrounding the AI trade.
Read more in the Morning Brew.
Morning Brew: October 1, 2026 amazonaws.com
10/01/2026
The S&P 500 index has largely grinded sideways for the last two months, weathering the impact of higher oil prices and interest rates.
Read more in the Weekly Market Guide.
Weekly Market Guide: September 30, 2026 amazonaws.com
09/30/2026
Sept. 30 - Equity futures point to a flattish opening this morning as investors await a full slate of economic data and some consequential earnings reports after the close.
Read more in the Morning Brew.
Morning Brew: September 30, 2026 amazonaws.com
09/29/2026
Sept. 29 - Equity futures point to a modestly higher opening this morning as some of Monday's pressure from crude oil and Treasury yields eases.
Read more in the Morning Brew.
Morning Brew: September 29, 2026 amazonaws.com
09/28/2026
Sept. 28- Equity futures are pointing to a lower open amid an unsettled U.S.-Iran backdrop. President Trump rejected Iran's ceasefire proposal, while U.S. officials indicated that talks are continuing and the two sides remain far apart.
Read Morning Brew.
Morning Brew: September 28, 2026 amazonaws.com
09/25/2026
As Treasury yields reach their highest levels since 2007, Raymond James CIO Larry Adam explores what it means for the economy, equities and credit markets.
Weekly Headings: September 25, 2026 raymondjames.com
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18323 Bothell Everett Highway, Suite 330
Bothell, WA
98012
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