Our Team

Michael Poggi is the President of M. Scott Investment Services and has been working with individual investors for more than 25 years. He uses his extensive personal and professional experience in all areas of investment planning to help you pursue your goals. He holds a CERTIFIED FINANCIAL PLANNER™ certification, an MBA, and is registered with LPL Financial to offer a variety of financial products and services to help you pursue your goals and objectives. Michael likes to use a wholistic financial planning view when meeting clients for the first time. He identifies areas that clients may need help addressing, such as: estate planning, investment planning, retirement planning, insurance planning, the impact of income taxes, and legacy planning for the next generation. Michael holds himself to a fiduciary standard and treats every client with the highest ethical and confidential standards that can be applied. 

Michael V. Poggi (JR), Administrative Assistant of M. Scott Investment Services has been working with Michael since 2024.  He is very helpful to a new client, from opening their account(s) to transferring their investments over.  Existing clients rely on him for IRA distributions, depositing new funds, ordering checks and other regular communications.

Jaime McDuffie was born and raised in Staten Island, New York and now resides in North Carolina. She is the mother of two children and five grandchildren, and is passionate about her choir, serving others through church, and volunteering at a local dog rescue shelter. Jaime has worked in the financial services industry for over twenty five years in administrative roles at companies including Wells Fargo Advisors and First Union Securities. She joined LPL in 2021 to apply her experience working with advisors in the Admin Solutions Program. Jaime received a Bachelor of Fine Arts from The University of North Carolina at Greensboro and a Masters of Pastoral Studies from Loyola University New Orleans, Institute of Ministry. She also holds her FINRA Series 7 and 63 through LPL and her Insurance license.

Let us know what your concerns are, so that we can address them up front.  We look forward to working with you.