Scott E. Aabel is the managing partner, wealth manager and founder of Premier Retirement Asset Management, located in Osprey, Florida. He is also the President of the Advisors Planning Group, LLC. Scott has been happily married over the last 28 years and has four children.
A native of New York, Scott attended school in Dutchess County, majoring in Business Management. He began his career in financial planning, 35 years ago with Lutheran Brotherhood where he quickly achieved the prestigious FIC designation and became the manager of the Hudson Valley, New York area. In addition, he was also a member of the Million Dollar Round Table.
In 1991, Scott joined an independent broker dealer in Poughkeepsie, New York. He consistently was recognized and ranked in the “Top 10” as a member of the Presidents Circle, specializing in Investment Planning, Estate Planning, Retirement Planning, Wealth Management and Asset Protection. He soon became an independent advisor and opened his own firm and moved to Sarasota, Florida in 2000. It was here that the Advisors Planning Group, LLC was founded. He was joined by fellow partners, Gary A. DiDonna, CFP EA and James C. Protigal, LUTCF Wealth Manager. Scott and his firm have assisted some of the wealthiest families in Florida.
The Golden Rule is both Scott’s business and life philosophy. The genuine care and concern he has for his clients, combined with his knowledge and expertise, has gained him loyalty among his clients. As a result, they continually refer business to him that now reaches beyond our local area. Scott enjoys working with his newer clientele as well as his clients from 25 years ago.
What makes Premier Retirement Asset Management different from most firms is that we are an independent financial firm that takes a unique one stop approach, which combines multiple fields of expertise, the financial advisor, accountant and attorney all under one roof with the shared mission of enhancing our client’s financial goals.
Life, Health & Annuity Series 7, 63, 65, 22
Community Involvement History:
YMCA Youth Sponsor, YMCA Youth Basketball Coach, HOA Board Member of Bent Tree/Woodlands Community, Member of Bent Tree Golf Club, Supporter of Goldie Feldman Academy, Cardinal Mooney Catholic High School, Suncoast Youth Basketball League, American Cancer Society, Sarasota Chamber of Commerce, Venice Area Chamber of Commerce, Toys For Tots, Make-A-Wish Foundation, Wounded Warriors Project, Juvenile Diabetes Research Foundation
Scott’s hobbies include bicycling, boating, golfing and traveling.
Investment Advisory Services offered through Spire Wealth Management, LLC a Federally Registered Investment Advisor.
Securities are offered through an affiliate, Spire Securities, LLC a Registered Broker/Dealer and Member of FINRA and SPIC.
Insurance Services provided by Spire Insurance Agency, LLC