WHY PENNANT
OUR FOCUS IS SIMPLE: WHAT IS RIGHT FOR YOU

As you move through life, you’ll make important decisions with a lasting impact. You’ll want guidance from experts you trust, who understand and take on the care and concern you have for the people close to you. We’ll help you meet the needs of the present and plan for the future. You’ll have comfort of mind knowing Pennant Asset Management is here to help you, for generations.

Why?

  • With your best interests in mind using art, discipline and science we will help you to define and design a plan dedicated to your life goals and financial potential. Your plan is just that, yours; and through a relationship grounded in trust and collaboration, we will help you to fulfill your dreams.
  • Whether your spouse, partner, children, relatives, friends, community, or colleagues — we’ll share the care and concern you have for the people closest to you and tailor our advice and solutions with your priorities and best interests in mind.
  • The Pennant team has the experience and focus to provide you and all clients – individuals, athletes, and families – with unique and personalized solutions that serve your goals, needs, and desires.

NO MATTER HOW FAR YOU GO,
PENNANT CAN SUPPORT YOUR AMBITIONS

WHO WE ARE

Scott E. Morrison offers investment advisory services and programs through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services [PFPS], pursuant to separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. Pennant Asset Management Financial Services, LLC is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non-Prudential entity. 1-800-778-2255.
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Scott Morrison

Scott Morrison is President & Financial Planner at Pennant Asset Management, a full service financial planning firm located in West Palm Beach, Florida.

Originally from Coral Springs, FL, Scott attended Fairleigh Dickinson University in Teaneck, New Jersey, earning a Bachelors of Art in History with a minor in Sports Media Studies. Scott was a member of the baseball team and was named to the All New Jersey State Rookie Team his freshman year.

To initiate his career, Scott taught AP History and was the head baseball coach at Boca Raton Community High School from 2012-2016. In 2016, after many years working closely with student athletes who would go on to become professional baseball players, he left the classroom and joined the financial services industry.

Scott understands firsthand the confusion new professional athletes feel after signing a major sports contract. Through a tailored and unique approach specific to their needs, Scott helps to support professional athletes through every stage of their life — from draft day until long after they retire — and proactively manage the emotional aspects of the financial life cycle all professional athletes, as well as all individuals and families, face.

In October 2020, Scott founded Pennant Asset Management to help professional athletes, individuals, and families alike achieve their financial objectives through asset management and fee-based financial planning with a focus on financial literacy. Scott and his wife Charleen reside in Wellington, FL. During his spare time, Scott enjoys playing golf, working out, and being involved in various events in the South Florida community.

Every day, we strive to be more than financial planners and advisors. We hope to be your valued coaches and confidantes. We’ve experienced the complexities of life, changes, and challenges. Through a relationship built on integrity and trust, and nurtured through curated and thoughtful advice, we’ll be there to help you navigate it all, the expected and unexpected. We believe you have the potential to achieve the wealth you desire, for yourself and your family, no matter your stage of life. We will help you to break the cycle of how you feel about money, think about money and manage your money to achieve your dreams.

At Pennant Asset Management, we pride ourselves in having a depth of customized solutions in financial and wealth planning, retirement planning, investment management, business planning, tax and estate planning, and risk management that is unmatched. When you work with Pennant Asset Management, you will not only receive unmatched solutions that serve your priorities and best interests but will gain insights from leaders, planners, and advisors with an array of backgrounds, areas of expertise, and vast networks.

 

Rene Barthe

Rene Barthe is a Financial Services Professional at Pennant Asset Management,
a full service financial planning firm located in West Palm Beach, Florida.

Born on the Island of Haiti, Rene immigrated to the United States as a child with his family to Boston, MA before eventually making their way to sunny South Florida. He attended the University of Florida where he majored in Finance. Rene began his financial services career working for a major bank before transitioning to a Fortune 100 insurance company. In 2021, Rene joined Pennant Asset Management with the singular goal of providing first-class services to individuals and families alike in achieving their financial goals.

Whether the concern is for personal, family, or business matters, Rene strives to understand clients’ financial dreams and goals so as to help provide the right solutions at the right time, all with a focus on financial literacy.

Rene and his wife Alé, along with their 2 dogs, call Lake Worth, FL home.

WHO WE SERVE

Athletes

Individuals & Families

Business Owners

Athletes

Every sports and entertainment profession is unique with its own characteristics, earnings profile, and variable career span. You require a Financial Advisor who knows the industry and how money flows from your work to your wallet. We understand the total financial picture and craft creative financial strategies that account for the unique challenges and dynamics of our clients’ careers. Tailored to fit the unique needs of the professional athlete through every stage of your life—from draft day until long after you retire.

Below is a short list of the services we provide to athletes that help make them financially sound during their career and long after their retirement:

Budgeting
Tax Planning Strategies
Large Purchase Consulting
Retirement Planning
Investment Advisory
Asset and Wealth Management
Estate Planning Strategies
Insurance and Protection Solutions

Individuals and Families

As you move through life, you’ll make important decisions with a lasting impact. And you’ll want guidance from experts you trust, who understand and take on the care and concern you have for the people close to you. We’ll help you meet the needs of the present and plan for the future.

You’ll have peace of mind knowing Pennant Asset Management is here to help you. No two clients or fami- lies are identical. Clients begin their professional planning processes at different stages of life, with different goals in mind, and our personalized approach enables us to meet each goal at the proper time and in the proper manner.

We are founded on the idea that families and wealth are complex, nuanced, and deeply personal. And de- serving of a team and strategies that uniquely match their journeys and their needs.

Estate Planning Strategies
Long Term Care Planning
Special Needs Planning
529 Plans / Education Saving Planning
Insurance

Business Owners

Helping you on key aspects of your business such as ownership, liquidity, and developing opportunities. Whether you are looking to maximize your compensation, need a strategy to manage the wealth you’ve accumulated through your business, or are planning to live into retirement, we’ll create the right plan for you.

As a business owner, you spend years, maybe even decades, growing and shaping your company to match your strategic vision. Moving on or selling it may not be on your mind currently, but considering an exit strategy and succession plan now will help you in the future. With Pennant, we can provide a comprehensive transition strategy to support the best outcome for you and your business.

We help you identify opportunities to maximize the value of your business and develop specific steps to prepare for an ownership transition. A company exit strategy or succession plan involves much more than just you. We’ll provide recommendations that ensure alignment of all parties involved, including your family.

CASH MANAGEMENT AND CAPITAL
BUSINESS PLANNING
SUCCESSION AND EXIT-PLANNING
RETIREMENT AND BENEFITS
DISCOVER
TRANSITION
IMPLEMENT & MONITOR
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