Strategic Relationships
Scott Rassler
Attorney & Financial Adviser
A graduate of Duke Law School, Scott is a former full-time practicing attorney and a past President of the South Florida Chapter of the Society of Financial Services Professionals. With over 30 years’ experience in the financial services industry, Scott is a leading expert in the analysis, design and implementation of sophisticated, client-focused life insurance policies and programs. Some of his specialties include: family-limited partnerships, private annuities, grantor dynasty trusts and charitable planned giving strategies.
Phil Miani
Honorable Mention
A full-time resident of Key West, FL since 1989, Phil established a thriving practice there and was highly trusted in his community. With over 50 years of experience, he specialized in sophisticated estate planning for family-owned businesses, retirement and income planning, and charitable giving strategies. He was on the Board of Directors for the South Florida Symphony, a proud grandfather and great grandfather, and loved supporting his ‘conch’ community. Regrettably, Phil passed in April 2023. We will always remember him fondly.
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