About Scott Advisory Group

A Family Legacy Built on Trust

Samantha and Jessica have their grandfather, Carl Scott, to thank for their success in the investment industry. As the catalyst to the sisters’ career paths, Carl started in the investment business in 1967 and worked as a Financial Advisor until his retirement in 1993.

Solidifying the family’s commitment to the business, Carl’s son, Ron, joined the business in 1980, later bringing his daughters onto his team. Today the three work closely together supervising a team of local Financial Advisors as well as working face to face with clients in our Worcester and Windham locations.

After years of training and mentorship under their father, Samantha and Jessica co-founded Scott Advisory Group, greatly expanding client connections and carrying on the family’s legacy. Today, the Scott family is proud to continue building on three generations of financial advice and investment management.

Our History: Three Generations

The foundation of Scott Advisory Group began with Samantha and Jessica's grandfather, Carl Scott, who entered the investment industry in 1967. Over a distinguished career spanning more than two decades, Carl built a reputation for integrity, discipline, and unwavering commitment to his clients — values that continue to guide the firm today.

In 1980, Carl's son, Ron Scott, joined the business, further strengthening the family's dedication to financial leadership. Under Ron's direction, the practice expanded and evolved, growing to support a team of financial advisors while maintaining the personalized service and high standards established from the beginning.

Samantha and Jessica were mentored by their father for many years, gaining firsthand experience in client relationships, investment strategy, and the responsibility that comes with multigenerational trust. Building on that foundation, they co-founded Scott Advisory Group to carry the family tradition forward, blending decades of experience with a modern, client-centered approach.

The Scott family remains deeply committed to continuing this legacy of excellence, providing thoughtful guidance and long-term financial stewardship to the families they serve.

In Loving Memory of Our Grandfather, Carl Scott (1930–2025)

Lovingly known to our family as “Grampa” or “Cappy,” Carl was the foundation of the legacy we proudly carry forward today. He very much inspired the work we do today. He was immensely proud that we followed in his footsteps, and it is our honor and privilege to dedicate our work in helping individuals and families prosper and thrive, to his memory.

^{Meet the team}

Jessica Scott Parrella CDFA®

Co-Founder & Financial Advisor

Jessica Scott Parella is an Independent Financial Advisor with over 18 years of experience helping individuals and families navigate important financial and investment decisions. As an owner and advisor at Scott Advisory Group, Jessica takes a personalized, relationship-driven approach to financial planning, with a particular focus on retirement planning and helping clients feel confident and informed about their financial future.

Jessica began her career in financial services in 2008, joining her family’s branch office during one of the most significant market downturns in recent history. That early experience navigating market volatility and helping clients manage uncertainty shaped her calm, steady approach and commitment to providing exceptional client service—especially during challenging times.

Jessica is registered with Osaic Wealth, Inc., and is licensed in 11 U.S. states and territories. She is a Certified Divorce Financial Analyst® (CDFA®), Registered Investment Advisor Representative, insurance agent, stockbroker, and fiduciary. Her professional qualifications include the Series 7, Series 24, and Series 66 securities examinations, along with additional industry licenses and registrations.

Beyond her work with clients, Jessica is a wife and mom to two young daughters, Carly and Kira. When she’s not working, she enjoys spending time outdoors, reading, and boating with her family.

Samantha Scott Fleming

Co-Founder & Financial Advisor

Samantha Scott Fleming is a dedicated financial advisor who combines expertise, warmth, and a client-first approach to help families and individuals make confident financial decisions. Beginning her career in 2009 with Citizens Bank, Samantha gained experience in retail banking, branch management, and investment advisory services, developing a strong foundation in client relations and financial planning.

In 2013, Samantha joined her family’s branch office as an independent Financial Advisor, where she could provide comprehensive, personalized guidance rooted in transparency, integrity, and long-term relationships. Today, she leads Scott Advisory Group alongside her sister, Jessica, delivering a boutique advisory experience.

A proud mother of two young children, Natalie and Nick with her husband Dan, Samantha balances family life and work with ease. She brings the same care and attention to clients as she does to her family, ensuring strategies are tailored and clear.

Samantha is currently registered with Osaic Wealth, Inc., holding licenses in 16 states and territories, including Series 6, 7, 63, 66, and 24. She is a Registered Investment Advisor Representative, independent insurance agent, stockbroker, and fiduciary.

Samantha Zebniak

Director of Business Growth & Development

Sam joins Scott Advisory Group as Director of Business Growth and Development, bringing years of experience in recruiting, relationship management, and client service. Her passion for building genuine relationships and connecting with people makes her a natural fit for helping grow the firm and strengthen its relationships within the community.

In her role, Sam works alongside Samantha and Jessica to support business development, marketing, networking, prospect engagement, and community involvement. She also supports the client experience by coordinating and preparing for client reviews, assisting with service requests, and ensuring clients receive thoughtful and timely support.

Sam is currently studying for the Securities Industry Essentials (SIE) exam as she takes the first steps toward her goal of becoming a Financial Advisor. She is excited to expand her knowledge of the financial industry and, most importantly, help others become more confident and informed about their financial futures.

Her connection to Scott Advisory Group goes well beyond her professional role. Sam has been close friends with Samantha and Jessica for twenty years and has been a longtime client of the firm. When the opportunity arose to join the team, it felt like a natural next chapter—one that would allow her to build a meaningful new career, deepen her own financial knowledge, and create more flexibility to spend time with her family; her husband, Paul, her sons, PJ and Zack, and their mini Goldendoodle, Harp.

Speak with a Financial Professional

If you're interested in learning more and possibly working with us, we invite you to schedule a time to speak. An intro call is a chance to ask questions and gain a better understanding of how we can help in your financial journey.

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