Scott Berman, CRPC®

Director, Senior Wealth Manager

His vision is to be a trusted partner who helps clients achieve their financial goals.

Joined Lido: 2019

Homebase: Bethesda, Maryland

Professional Focus: Scott leads Lido’s expansion in the Mid-Atlantic region. He is involved in sourcing clients from a wide range of programs as well as recruiting additional advisors for the region.

Education: B.S., Finance, George Mason University

Previous Work Highlights: As President of Coliseum Wealth Management, he provided strategic direction for the organization in addition to servicing his clients. Scott was previously with Ameriprise and American Express Financial Advisors in a variety of roles both leading teams and working with clients.

Personal Facts: Scott lives with his wife and three active sons. When they aren’t cheering on their boys at baseball games or taekwondo tournaments, they enjoy traveling and the outdoors.

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