Scott Danner, AAMS

EVP & Head of Legacy at Steward Partners

Speaker

Scott Danner, Head of the Legacy Division at Steward Partners, is a transformative force in the financial services industry. As the architect behind M&A strategies at Steward Partners, Scott empowers advisors to grow, transition, and secure their legacies. Previously, as the Founder of Freedom Street Partners, he built a small firm into an almost $3.5 billion AUM powerhouse with over 40 advisors across seven states, redefining the next-gen advisory model to ensure practices thrive beyond retirement.

A sought-after coach, dynamic speaker, and author of Freedom Street, Scott blends financial expertise with a deep commitment to health, faith, and family. He is also the host of The High Performance LIFE podcast, where he interviews top performers across business, sports, and leadership to explore what drives true success and fulfillment.

Scott’s impact extends beyond business. He founded a wine festival that has donated over $2.7 million to local charities in the past 15 years, reflecting his dedication to giving back.

Recognized for his leadership and innovation, Scott has earned multiple accolades, including Forbes Best-in-State Wealth Advisors (2021, 2022, 2023) and Raymond James Chairman’s Council (2019 – 2024). He has been featured in major media outlets such as Forbes, Barron’s, Financial Advisor Magazine, InvestmentNews, and Yahoo! Finance, and is a frequent guest on podcasts and national platforms discussing advisor succession, leadership, and legacy planning.

Scott’s voice is one of clarity and conviction in the industry, whether he’s sharing his vision at national conferences or through media appearances. Driven by relationships and a desire to create meaningful change, he continues to live a lasting legacy in both his profession and his community.