Morgan Scott

Managing Director, Southport Compass

Role: Managing Director at Southport Compass
Location: West Hartford, CT, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Morgan Scott

Registered Representative of The Leaders Group, Inc. Member FINRA/SIPC.

Experience

Managing Director
Southport Compass
Feb 2025 — Present · West Hartford, CT, US

Education

University of Connecticut School of Law
JD
2004 — 2007
Trinity College-Hartford
BA, History
1999 — 2003

Skills

Retirement
Mutual Funds
Financial Services
Retirement Planning
Fixed Annuities
Insurance
Securities
Investments
Trusts
Wealth Management Services
Life Insurance
Estate Planning
Marketing
Finance

Contact information

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Work email
•••••@southportcompass.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Southport Compass

Insurance · 5 employees · Founded 2016 · Southport, Connecticut, United States

Southport Compass partners with insurance carriers, financial institutions, and advisors to plan and execute strategies that address client wealth transfer and risk management goals. We assess, navigate and execute advanced planning strategies for personal and business clients, managing all aspects involving insurance products. At Southport Compass, we maintain a client-focused approach that balances effective planning strategies with practical implementation, providing expertise in financial underwriting, including taxation, trust planning, premium financing, review of complex and unique insurance planning arrangements, and customized product designs. Our team is comprised of advanced planning attorneys and case design specialists with extensive experience in management, sales, underwriting, and operations roles at major insurance carriers.

southportcompass.com

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About Morgan Scott

Experience

Managing Director

Education

University of Connecticut School of Law

Trinity College-Hartford

Skills

Find verified contacts for anyone on LinkedIn