Joining the Waddell & Reed team as a Financial Advisor in 2009, Scott focuses on in-depth financial analysis through strategic financial planning. Ultimately, he wants to help his clients prioritize their financial goals, not only to pursue a happy retirement, but also to leave a legacy for their family.
Scott believes in being accessible to his clients before and most importantly, after retirement. He understands the importance of keeping an open line of communication at all times, and he relies on that standard of communication to help provide the best service possible to his clients.
Scott continuously strives to expand his own knowledge of the financial world, as well as his clients'. He integrates what he learns into his work while at the same time holding himself to a high standard of ethical service.
Scott graduated in 2008 from the University of Mississippi with a Bachelor's degree in Business Administration - Finance. Since graduation, Scott has also earned the professional designation of a Chartered Mutual Fund Counselor. He currently lives in Memphis where he is a member of the Bartlett Chamber of Commerce. In his spare time, Scott enjoys attending his alma mater’s, Ole Miss, sporting events, golfing with friends, and preparing for competition in the annual Memphis Barbeque Fest.
Waddell & Reed is not affiliated with any organizations listed herein.