Scott Collins

Scott Collins joined Waverly Advisors in April 2025 following the acquisition of Fiduciary Wealth Advisors by Waverly Advisors, LLC. As a Partner and Wealth Advisor at Waverly, Scott brings years of experience in Investment Management, Retirement Planning, Estate Planning, Tax Planning, Generational Wealth Planning, and Charitable & Family Gifting. Scott finds great fulfillment in assisting his clients with developing their financial and estate planning goals and working alongside them to achieve their objectives.

A Florida native, Scott loves spending time with his wife Kelly and their adult children, Brooke and Grant, along with their Labrador retriever, Allie. When not at work, Scott is an avid outdoorsman, enjoying boating, fishing, running, hiking, and just about anything outside.

[email protected]

941-323-5057

Sarasota, FL

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Areas of Expertise

The framework is organized into six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise.

Investment strategy & portfolio management

Comprehensive investment oversight across public and private markets.

Wealth Planning & Strategy

Holistic financial planning and multi-generational wealth stewardship.

Private Markets & Alternative Investments

Access to private equity, private credit, real estate, and real assets.

Family Enterprise & Business Advisory

Business transition, succession planning, and family governance.

Tax, Estate & Legacy Planning

Tax optimization, estate structuring, and multigenerational legacy design.

Specialized Clients Needs

Customized solutions for unique life events and complex situations

Serving with Purpose

A Culture of Connection

Waverly takes its name from a meadow of quaking aspen trees, an ecosystem where individual trees are connected by a shared root system. Since 1999, that idea has inspired our firm: strong relationships, shared values, and the belief that we are better together.

Comprehensive Wealth Management, Connected by Design

Like an aspen grove, every part of a client’s financial life is interconnected. As an independent Registered Investment Advisor (RIA), we bring together investment management, financial planning, tax strategy, trust and estate planning, and family office services to create coordinated solutions that simplify complexity and support long-term success.

A Culture Rooted in Service

Our culture of stewardship is guided by Integrity, Family, Grace, Team, Drive, Empathy, and Community. These values shape every client relationship, every decision, and every interaction. They are the foundation that keeps our people connected and ensures a consistent, high-touch experience across the firm.

The Difference Is Our People

While many firms offer financial advice, our greatest differentiator is our people. Waverly’s advisors, planners, investment professionals, tax specialists, and support teams work together to deliver thoughtful guidance and personalized solutions. It is this collaborative approach, and our commitment to serving clients with excellence and care, that transforms financial advice into lasting relationships.

Education

Duke University, B.A. cum laude
University of Florida College of Law, J.D., LL.M.

Professional Affiliations

Florida Bar Association
Sarasota County Bar Association Estate Planning and Probate Section, Past Chairman
Southwest Florida Estate Planning Council, Past President

Community Involvement

Mote Marine Laboratory, Treasurer
Gulf Coast Community Foundation, Past Board Member
Asolo Repertory Theater, Past Board Member
Southeastern Guide Dogs, Past Board Member
Big Waters Land Trust, Advisory Board Member

Ask Me About

Estate Planning
Tax Planning
My bungee jump in New Zealand

Published by Scott Collins

Blogs

Insights

So, You’ve Inherited an IRA: What’s Next?

Understanding the Post-SECURE Act Rules and Planning Opportunities Inheriting a retirement account is often a turning point—both emotionally and financially. Whether you’ve...