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Wealth Management EDGE

Prices increase Friday, May 1

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June 9 - 11, 2026
The Boca Raton ResortBoca Raton, FL

Scott Danner
Executive Vice President and Chief Growth Officer at Steward Partners
Speaker

Profile

Scott Danner is a wealth management entrepreneur and industry leader known for building high-growth advisory firms and scalable M&A platforms. As Executive Vice President and Chief Growth Officer at Steward Partners, he leads the firm’s M&A and enterprise growth strategy.

After selling his firm, Freedom Street Partners, Scott introduced a growth model that helped transform Steward into one of the industry’s fastest-growing firms and a leading force in advisor transitions and succession.

He built Freedom Street to nearly $3.5 billion in assets under management with more than 40 advisors across seven states.

Scott is known for championing relationship-driven succession strategies that protect culture, strengthen teams, and preserve client relationships.

He is the creator of the LIFE Model, author of Freedom Street, and host of The High Performance LIFE Podcast. His insights have been featured in Barron’s, Bloomberg, Forbes, and AdvisorHub.

Agenda Sessions

  • M&A Insights: Trends, Valuations, and the Road Ahead

    3:55pm