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Scott Mulvaney, AIF®, CFP®, CPFA, CRPS®

Scott Mulvaney, AIF®, CFP®, CPFA, CRPS®

Vice President,
Financial Advisor

  • Stoughton, MA
  • Remember the Titans and The Natural
  • Ted Williams, Jerry Seinfeld, and Alex Trebek
  • “It’s a scientific fact that gratitude reciprocates.” - Matthew McConaughey
  • Kindness, patience, and positivity

Financial Advisors

Scott Mulvaney is an institutional retirement plan advisor based in Doylestown, PA.

CAPTRUST welcomed Scott in 2022, and he currently serves as a vice president and financial advisor. He is responsible for providing retirement plan advisory services to corporate fiduciaries and delivering education, guidance, and advice to their employees to improve their financial lives and help them retire successfully.

Scott joined CAPTRUST from Univest, where he served as a retirement plan consultant. He has extensive experience with all aspects of fiduciary oversight, including investment policy statements, performance evaluation, investment manager due diligence, and fee benchmarking. Prior to Univest, Scott helped launch a college savings startup company and served as program manager for the Washington D.C. 529 plan. He holds the designations of Accredited Investment Fiduciary® (AIF®), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Plans Specialist (CRPS®). He earned a Bachelor of Arts degree in economics from Tufts University and has worked in the industry since 2002.

Outside of work, Scott enjoys playing golf with friends, traveling to Boston and Virginia to see family, and most importantly, spending time with his wife Lauren and newborn son Dominic.

Education

  • Bachelor of Arts degree in economics from Tufts University

Industry Designations

  • Accredited Investment Fiduciary® (AIF®)
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Plan Fiduciary Advisor (CPFA)
  • Chartered Retirement Plans Specialist℠ (CRPS®)

Industry Involvement

  • Member, National Association of Plan Advisors (NAPA)
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