Scott is passionate about helping families get control of their many financial matters while helping them stay on track to achieving their goals. With 17 years of experience in the financial services industry, Scott brings a disciplined approach to wealth management, while leveraging technology to help clients plan for the future and find efficient ways to manage risk.
A native of Atlanta, Scott attended the Lovett School. He also obtained a Bachelors of Arts in Business Administration at Furman University and graduated from the Stonier Graduate School of Banking at the University of Pennsylvania as well as the South Carolina Bankers School. Scott holds the FINRA Series 66 and 7 securities licenses as well as Life, Accident, Sickness, and Variable Products insurance licenses. Scott also holds a Masters of Divinity, which has helped to add depth to his experience in helping clients navigate many important life and family decisions.