Regency Wealth Management is pleased to announce that Scott Drown, CIMA®, CAIA®, AAMS®, has joined the firm as Managing Director of Operations.
In this newly-created leadership role, Scott will oversee and enhance the operational infrastructure that supports Regency’s growing client base, advisor team, and long-term strategic initiatives. His responsibilities will include overseeing key operational functions across the firm, including compliance, technology, client service, reporting, and staff management. He will also focus on optimizing internal processes and strengthening service workflows to support Regency’s continued growth and commitment to exceptional client service.
Scott brings more than two decades of experience in wealth management operations, business leadership, and advisor support. His background includes leading large-scale operational initiatives, implementing technology-driven efficiencies, and developing systems designed to help advisory firms scale while maintaining a high standard of service for clients and their families.
“I’m excited to have Scott bring his deep experience and leadership skills to bear at Regency Wealth Management,” said CEO and Managing Partner, Tim Parker. “We have faith this will push us forward, allow for a better client experience, and accelerate growth.”
As Regency continues to expand its team and capabilities, Scott’s appointment reflects the firm’s commitment to investing in the infrastructure and talent necessary to support clients effectively. By strengthening the operational foundation of the firm, Regency aims to further enhance responsiveness, consistency, and the overall client experience. Scott’s leadership will also allow Regency’s managing partners and advisors to devote more time to serving clients, deepening relationships, and delivering thoughtful wealth management guidance.
Regency Wealth Management is a SEC Registered Investment Advisor managing over $600 million for families and small institutional investors. Regency was founded in 2004, is headquartered in New Jersey, and serves clients across the country.