Scott Zeplowitz, CLTC®
Financial Advisor
With over 20 years of business and financial services experience, Scott is a trusted advisor to a diverse range of clients, with a particular focus on small and medium-sized business owners, providing tailored guidance to help them navigate complex financial decisions. He is passionate about empowering clients to secure and stabilize their financial futures, with a focus on maximizing and protecting assets—especially during retirement.
Scott specializes in comprehensive financial and holistic planning, guided by a protection-first philosophy that emphasizes long-term stability and peace of mind. His approach ensures that clients have a strong foundation before pursuing growth, helping them make sound financial choices today while preparing for the future.
Scott earned his Bachelor of Arts in Business from Buffalo State College and began his career at New York Life in 1998. He is a Registered Investment Advisor Representative and a proud member of the National Association of Insurance and Financial Advisors (NAIFA). He also holds a Certificate in Long-Term Care (CLTC®), earned in 2020.
Since 2019, Scott has been recognized annually with the New York Life Long-Term Care production award from the Buffalo-Erie General Office for his outstanding performance. He achieved elite Council status from 2015 to 2022, earned Chairman’s Council status in 2023, and President’s Council status in 2024 & 2025. A member of the prestigious Million Dollar Round Table (MDRT®) since 2020 and Court of the Table (MDRT®) since 2022, Scott continues to demonstrate excellence in client service and financial guidance.
Scott serves on the Board of the Lockport Ice Arena and Sports Center and brings over 20 years of experience coaching youth hockey. He is also a dedicated volunteer with the Crohn’s and Colitis Foundation, giving his time to support causes close to his heart. A lifelong resident of Williamsville, Scott lives with his wife, Allison, and their two children. In his free time, he enjoys traveling, golfing, and creating lasting memories with his family.
