Advance And Preserve Your Wealth
Advance And Preserve Your Wealth
Whether you are thinking about launching a new business, or planning to expand an existing one, our team can help you to create, grow and protect your business’s value.
The reality is that you are often responsible for managing your own retirement, educational funds, and estate wishes. These start with making sure you’re strategic in your planning.
Your goal to achieve financial security will undoubtedly include investing for your future. We offer the expertise you need to ensure your investment strategy is aligned with your goals, timeline and risk.
Integrity, Knowledge & Commitment.
The Vedder Group focuses on building long-term relationships based on integrity, knowledge and commitment. When you become a client, you place your trust in our firm to make your vision a reality. We honor that trust by standing committed to providing the best client experience possible.
"The generational relationships we have with our clients enable us to provide you with the guidance to make smart decisions about your money. We provide innovative solutions using high quality investment products and world-class insurance services. Whether you are concerned for your own financial needs or those of your family or business, we can help identify and solve those needs with contemporary products and traditional values."
CFP® & Founder
850-316-4933
About Scott Vedder
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You can relax knowing you have a road map to achieve your goals.
Now more than ever, planning for your retirement is critical. Gone are the days when pensions and Social Security provided for all.
If one of your financial goals is to pay for a child’s education, the earlier you establish a college savings plan the better.
While the transfer of your assets is an important part of estate planning, a will or a trust is just one aspect of a broader strategy.
A well-designed benefits package can give you a competitive advantage in the war for talent.
Our team can help you design an executive benefits package that provides additional compensation to your valued employees.
We can offer you the expertise you need to ensure your investment strategy is aligned with your goals, time horizon and tolerance for risk.
Let’s make this the year we turn your
dreams into plans. Get started.
A wealth management advisor with decades of experience, Scott Vedder specializes in helping individuals, families and business owners accumulate, manage, and conserve their wealth today and for generations to come. His firm’s mission is to foster life-long relationships through trust, hard work and continuing education while maintaining a
A wealth management advisor with decades of experience, Scott Vedder specializes in helping individuals, families and business owners accumulate, manage, and conserve their wealth today and for generations to come. His firm’s mission is to foster life-long relationships through trust, hard work and continuing education while maintaining a commitment to family and community.
Whether you are concerned about your own financial needs or those of your family or business, we can help identify and solve those needs through innovative solutions using high quality investment products and world-class insurance services. From considering how much to save for retirement and where to save it to ensuring your investment strategy is aligned with your goals, time horizon and tolerance for risk, Scott and his team can develop a road map to help you pursue your goals.
Scott earned a degree in broadcast journalism from Florida State University. A firm believer in continuing education, Scott earned the prestigious CERTIFIED FINANCIAL PLANNER™ certification (CFP®) after successfully demonstrating the skills, knowledge and experience necessary to use the financial planning process to serve the needs of individuals, families and business owners. As a CFP®, Scott has pledged to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with clients. When Scott isn’t in the office, he enjoys spending time with his wife, Nicole and their two sons, Vito and Will. They love all things Florida State Seminoles, skiing on the slopes, youth sports and the outdoors.
A member of The Vedder Group since 2004, Wyndi serves as the director of marketing and business operations for the firm. Wyndi’s primary focus is overseeing and refining the overall client experience.
Lori joined The Vedder Group in 2010 as the director of investment operations. With her many years of investment service experience, Lori’s primary focus is helping clients monitor and manage their investment portfolios and to work as a liaison between clients and brokerage companies.
Jennifer joined our team early 2023 and serves as our Director of Client Services. As part of our ongoing commitment to our clients, Jennifer’s focus is dedicated to enhancing the overall experience. She will be the first voice you hear on the phone and the smiling face that greets you at the door. Jennifer coordinates our client meetings
Jennifer joined our team early 2023 and serves as our Director of Client Services. As part of our ongoing commitment to our clients, Jennifer’s focus is dedicated to enhancing the overall experience. She will be the first voice you hear on the phone and the smiling face that greets you at the door. Jennifer coordinates our client meetings, directs client communications and manages service requests. Jennifer collaborates with the team for meeting preparation and data retention.
The Vedder Group focuses on building long-term relationships based on integrity, knowledge and commitment. When you become a client, you place your trust in our firm to make your vision a reality. We honor that trust by standing committed to providing the best client experience possible.
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