As a registered representative with Advantage Capital Corporation, Scott holds all licenses and registrations required to advise clients on financial matters. Because
of his affiliation with one of the nation’s largest independent broker/dealers, Scott is able to offer clients access to comprehensive analysis and portfolio design available.
Scott’s professional focus is aimed at helping people achieve life goals. Building on a career as an Executive Recruiter for manufacturing professionals, Scott has built a good portion of his current client base with business and industrial professionals, both for their personal finances and with their business financial and insurance needs. He speaks their language and knows their concerns.
Preferred Financial Strategies’ desire is to be the first choice as a trusted and preferred financial professional to those looking to retire, relocate into the area or seeking greater financial independence for their family and those of generations to come. Serving as a point of contact for all aspects of financial health and wealth to individuals and small businesses is our ultimate purpose in order to help each client we serve realize greater financial independence, enjoyment and reward through comprehensive strategies developed with the unique perspective and desires of each client in mind.
Professional Qualifications/Designations:
- CFP - Certified Financial Planner
- LTCP – Long Term Care Professional (Insurance professional designation).
- IAR - Investment Advisor Representative (Advantage Capital Corporation).
- NC, SC, VA, MI Licensed in Life/Health and Long-Term Care insurance.
Experience & Capabilities:
- Retirement Planning
- IRA’s & IRA Rollovers
- 401(k) Plans
- Portfolio Design
- Investments
- Long-Term Care Planning
- Medicare Supp. Insurance
- All forms of Life & Disability Insurance
- College Planning
- Risk Management
