Scott is the founder and Managing Principal of PFW Advisors, and the Senior Wealth Advisor on the team. He brings over 25 years of experience advising and serving clients on a broad range of financial matters, including investment, planning, philanthropic, portfolio management. During the span of his career, he has helped many people define their goals, plan, implement and monitor the path to achieving them. He is also a Senior PIM (Private Investment Management) Portfolio Manager.
Scott has a passion for helping people navigate delicate decisions faced in times of need. Whether you are facing retirement, the potential sale of a business, preparing heirs for the responsibility of an inheritance, suddenly becoming the steward of your family’s wealth, or dealing with the death of a spouse or others, Scott has the experience and compassion to assist you while making the important decisions you will face.
Background and Experience: Scott’s practice is associated with Wells Fargo Advisors Financial Network so that he is able to offer all of the capabilities, resources and technology of one of the largest financial services companies in the world.
Prior to founding the practice in 2008, Scott served as a Senior Vice President and Private Wealth Advisor at SunTrust Investment Services, where he spent 15 years providing financial advice and counseling to individuals, families and non-profit organizations. Prior to that, he served as a Financial Advisor at Edward Jones.
While working at SunTrust, he attended Oglethorpe University, graduated from the financial planner program, and became a CERTIFIED FINANCIAL PLANNER™ professional. He also attended and graduated from the University of Pennsylvania’s Wharton School investment management analyst program, and he has earned the Certified Investment Management Analyst®(CIMA®) designation. Scott has also completed the requirements required by The American College of Financial Services and has earned the right to use the Chartered Life Underwriter (CLU®) designation. Scott is also a graduate of Louisiana State University.
Away from the Office: Scott is an avid outdoorsman, fly fisherman and mountain biker. He is married to his wife, Connie, and they have three boys – twins born in 2007 and another son born in 2013. He and his family are members of Peachtree Presbyterian Church where he is active in the Men’s Ministry (IRONMEN). Scott is a member of the Georgia Nature Conservancy, a supporter of Camp Sunshine and Camp Kudzu, and he also serves on the Board of Directors of Trees Atlanta. He is a past member of the Board of Trustees for the Buckhead Christian Ministry.
If you would like to receive more information about how Scott may be able to assist you please fill out the contact form and we will be in touch.
CA Insurance License Number: 0G22145. Resident State [GA].
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