Scott Tagliareni

Investment Strategies Consultant

As an Investment Consultant, Scott Tagliareni works closely with agents and clients in Michigan, Ohio and West Virginia, conducting training workshops for representatives, working with them on case development, investment concepts and assisting with client meetings.  Scott is passionate about financial planning and has a particular expertise in portfolio construction and retirement income strategies.

Scott has been in the financial services industry for over 20 years, starting his career at Smith Barney where he had responsibility for institutional bond trading, managed accounts and individual account management. Scott joined New York Life in 2005, working with the RIS Third Party Distribution team covering annuity investments within the Bank channel. He was promoted to an associate wholesaler and traveled extensively in the field. In 2009, Scott’s product responsibility was expanded to include both mutual funds and annuities while working with a mix of wire houses, independent and bank clients.

In 2010, Scott transitioned to the New York Life Agency channel working directly with the New York Life career agents, in both management and field roles. One of Scott’s core beliefs is that an advisor should be “client centric” and is someone that a client can rely on to guide them through all stages of their lives (not just parts). In his current role, he is able to incorporate this belief when assisting agents with their practices.

Scott and his wife, Brandy, live in Grand Rapids, Michigan, and have two young daughters. Originally from New Jersey, Scott is a fan of the New York Giants and the New York Rangers.