Broker Check
Scott Garcia

Scott Garcia

Partner, Legacy Private Wealth Partners | Financial Advisor

As a financial advisor, Scott considers himself an advocate for his clients. He delivers client-first service rooted in integrity and designed to help his clientele meet their near-term needs and long-term goals. Through his knowledgeable guidance, emphasis on planning and personalized investing strategies, Scott is able to help clients address important money matters.

Prior to joining Concurrent in 2020, Scott worked as a financial advisor and vice president of investments with Wells Fargo Advisors for nearly a decade. In his early years, he worked in the banking industry originating and closing countless mortgages. He also managed loan producers and oversaw extensive commercial loans.  Now that he’s an advisor, Scott draws from his diverse financial experience to provide clients with the holistic service they deserve.

Scott holds a B.A. in business administration and finance from Kalamazoo College. He’s an active member of his community and served as a volunteer firefighter for 13 years before retiring as a lieutenant. Volunteering aside, Scott enjoys golfing, skiing and mountain biking.

Originally from Niles, Michigan, Scott has lived and worked in Roaring Fork Valley for over 27 years. He makes his home in Basalt, Colorado, with his wife, Susan, and their children, Grace, Ryan and Dawson.