Professional Bio
Mr. Small recently joined Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, as a trust counsel based in its Radnor, PA office.
In his role, Scott works with clients on holistic review of estate and wealth transfer plans, in collaboration with relationship teams and clients’ external professional advisors. He also works with other Fiduciary Trust International teams across the country to deliver the full breadth of the organization’s offerings to clients.
Mr. Small was most recently a senior vice president of estate services, and senior regional fiduciary manager for the US East and North areas, at Wells Fargo Wealth and Investment Management. He also served as senior vice president of trust services at Wells Fargo Private Bank in Radnor, where he led a team of more than 30 trust and fiduciary professionals in the Northeast. Earlier in his career, Mr. Small was first vice president, and senior national and managing director of specialized fiduciary services, at BNY Mellon Wealth Management in Philadelphia.
Mr. Small was elected to a three-year term on the board of governors of the Philadelphia Bar Association, where he was also chair of the Probate and Trust Law Section and a member of the Executive Committee. He also is a past president of the Philadelphia Estate Planning Council. Mr. Small earned his JD cum laude from the University of Florida, where he was associate editor of the University of Florida Law Review, and received his BA cum laude in classical languages and literature from the University of Michigan.
Mr. Small is admitted to practice law in both Pennsylvania and Florida. He practiced law for almost 10 years with two prominent national law firms before leaving private practice.
Mr. Small’s provision of pro bono estate administration services to families who lost loved ones on 9/11 was featured in an article published in the September 2004 issue of Kiplinger’s Personal Finance. Scott is a frequent author and lecturer for the Pennsylvania Bar Institute and the Philadelphia Bar Association. Scott also lectured at the 2010 Hawaii Tax Institute and the 2013 University of Southern California Gould School of Law Tax Institute.
