Scott focuses on comprehensive planning for clients, including estate planning strategies, financial planning, life insurance, and business succession planning. He has earned seven professional designations, including his CERTIFIED FINANCIAL PLANNER™ certification and is a Lifetime Member of the Million Dollar Round Table. He is a graduate of UNC-Chapel Hill and resides in Downtown Raleigh.
MILLION DOLLAR ROUND TABLE Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.