Back to Search Favorites List

Scott McLeod (BBA, CFP®, ChFC®)

Scott McLeod focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Special Needs Planning

Planning Specialties

  • Life Planning and the combination of Psychology and Money
  • Family Dynamics and Legacy Planning for wealthy families
  • Advanced Estate Planning strategies for tax-avoidance and multi-generational wealth transfer

Additional Information

Scott earned a Bachelor of Business Administration in Corporate Finance and Investments from East Tennessee State University.   Following graduation, he joined First American National Bank where he became Licensed Investment Broker. Furthering his financial career, in 1998, he joined First Tennessee Bank as a Private Client Financial Services Representative, attended the Cannon School of Private Banking, and in 2001 earned the official CERTIFIED FINANCIAL PLANNER® designation.  He currently holds the Chartered Financial Consultant (ChFC®) designation and the Registered Life Planner (RLP®) designation.

 

He is a member of the Financial Planning Association and the National Association of Personal Financial Advisors.

 

Scott fills his free time with fitness activities, time at the beach and serving in his church. He and his wife have led a number of mission teams to Central America and feel strongly about living the Golden Rule. He believes in the fee-only and fiduciary planning model and has served as Chair of the South Region Board of the National Association of Personal Financial Advisors (NAPFA).

 

NAPFA Start Date

October 02, 2007

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

54 Greeno Rd S Fairhope, AL 36532-2048 Phone: (251) 928-9498 Fax: (251) 928-9499
View
Visit Website