CRPC active, Holds a Securities 66 License and Insurance License – Life and Health
Scott Berman, CRPC®
Vice President
Scott Berman
Vice President, Advisor
Private Client Services
Scott Berman joined Lido Advisors, LLC as Mid-Atlantic Vice President and Advisor, Private Client Services in mid-2019.
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 in the recruitment of additional advisors for the region.
He comes to Lido from Maryland-based Coliseum Wealth Management (CWM), which he formed with a vision of helping clients achieve their financial goals with a trusted partner. As President of CWM, 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.
Scott hails from Virginia Beach but has called the Washington, DC area home since 1994. Scott lives in Bethesda, MD 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.
Scott holds a Bachelor of Science degree in Finance from George Mason University and a certificate in financial planning from Georgetown University. He is also a Chartered Retirement Planning Counselor for the College for Financial Planning.
