Professional Bio
Mr. Small is a Managing Director for Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, and serves as its trust counsel based in Radnor, PA.
In his role, Scott provides in-house advice and counsel to the clients of Fiduciary Trust. Scott supports client retention, estate planning and business development efforts within the region, as well as supplying subject matter expertise for all fiduciary activities across the market.
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 practiced law for almost 10 years with two prominent national law firms before leaving private practice.
Mr. Small served two three-year terms on the board of governors of the Philadelphia Bar Association, where he was also chair of the Probate and Trust Law Section in 2020. Scott also is a past president of the Philadelphia Estate Planning Council (2010). 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 he received his BA cum laude in classical languages and literature from the University of Michigan.
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, recently reprinted in the Spring 2024 issue of The Philadelphia Lawyer. Scott is a frequent author and lecturer for the Pennsylvania Bar Institute and the Philadelphia Bar Association. Scott lectured at the 2010 Hawaii Tax Institute and the 2013 University of Southern California Gould School of Law Tax Institute. His chapter on "Choosing Fiduciaries" has been published in every edition of Estate Planning in Pennsylvania (PBI Press 5th ed. 2018).
