Scott Halliwell, CFP®, ChFC®, CLU®

Scott Halliwell is a senior financial advisor and works as part of Daniel Costa’s team at BCR Financial Services. He joined the firm after an extensive career in financial services and academia, bringing over three decades of experience helping individuals and families make thoughtful financial decisions.

Scott works closely with clients to develop and implement comprehensive financial strategies, with a focus on investment planning, retirement planning, tax-efficient strategies, and long-term wealth management. He is known for his practical, client-centered approach and his ability to simplify complex financial concepts into clear, actionable guidance.

He holds the CERTIFIED FINANCIAL PLANNER™ designation, along with the Chartered Financial Consultant and Chartered Life Underwriter designations, and maintains his FINRA Series 7 and 66 registrations through LPL Financial, as well as life and health insurance licenses.

Scott earned a bachelor’s degree in accounting from Penn State University and most recently served as a Financial Planning professor at Texas A&M University.

Scott and his wife, Lisa, have been married since 1998 and live in College Station, Texas. They have two adult sons, Hunter and Noah, and a Shih Tzu named Bentley.