Our Mission
“Our mission is to foster life-long relationships through trust, hard work and continuing education while maintaining a firm commitment to family and community.”
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.
A Message From Scott Vedder
"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."
Scott Vedder
CFP® & Founder
Call With Any Questions
850-316-4933
About Scott Vedder
You can relax knowing you have a road map to achieve your goals.
Meet Our Team
R. Scott Vedder, CFP®
Lori C. Halligan Director of Investment Operations
Wyndi L. Pelt Director of Operations and Benefits
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.
Wyndi L. Pelt Director of Operations and Benefits
Lori C. Halligan Director of Investment Operations
Wyndi L. Pelt Director of Operations and Benefits
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 C. Halligan Director of Investment Operations
Lori C. Halligan Director of Investment Operations
Lori C. Halligan Director of Investment Operations
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 Warren Director of Client Services
Lori C. Halligan Director of Investment Operations
Lori C. Halligan Director of Investment Operations
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.