Our Team
Brittney Scott
Client Service Associate
As a Client Service Associate, Brittney assists clients with a wide variety of requests. Whether it is opening an account or completing a transfer, Brittney strives to provide an outstanding client experience from start to finish.
Brittney brings several years of experience in wealth management and client service, supporting financial advisors and their clients through a wide range of operational and relationship needs. She is passionate about creating an exceptional client experience and making the financial planning process feel organized, approachable, and personal.
Prior to joining The Next Level Planning Group, Brittney worked with Bank of America and Merrill Lynch, where she developed extensive experience supporting advisors and clients in a fast-paced wealth management environment. She enjoys building strong relationships, solving problems, and helping ensure clients feel confident that the details are taken care of.
On a Personal Note
Outside of work, Brittney enjoys spending time with her husband and son, staying active, and putting her background as a certified personal trainer to use. She loves encouraging others to challenge themselves and celebrating the progress they make along the way.
At home, life is rarely boring with a little one and a house full of pets. Brittney values time with family, good food, plenty of laughter, and making memories with the people she loves most