“Managing personal assets can be intimidating, even for clients who have had multi-billion-dollar budget responsibilities in their careers. My desire is to bring solutions to people who need them, and the relief they express is palpable—it’s a big part of why I love to do what I do.”

Scott has been helping investors reach their goals for more than 25 years. After graduation from Southwest Baptist University, Scott spent about 11 years at with commission-based firms Dean Witter/Morgan Stanley in New York and St. Louis, then a short stint at UBS Paine Webber in St. Louis. After years of pressure to sell products, it became clear to Scott that “cold-calling”, sales contests and pushing investment products was not for him.

Originally from St. Louis, Scott and his wife Kim, have resided in Franklin since 2003. They have twin children; Grant and Ellie. Grant will be attending Auburn University and Ellie will be attending Ole Miss in the Fall. Two rescued shih-tzu’s, Freddy & Karley round out their family unit.

Scott is a devout fan of the Nashville Predators (his wife, Kim, constantly reminds him that he had Predator tickets before a house when they moved to Nashville), duck hunting and water-fowl conservation. He has been active at Christ Presbyterian Academy with all of his children’s activities resulting in a busy family life.

After working together for over 20 years, Scott & Jeff started this firm as a declaration of independence—believing people deserve the best financial solutions for their situations.

Scott & Jeff wear their product-agnostic approach as a badge of honor and hold themselves to a fiduciary standard for their clients that puts the clients’ interests first. Scott & Jeff bring over 52 years of combined financial planning experience to the table for their clients — understanding what it takes to navigate transitions and prepare for what’s next.

FIND AN ADVISOR

SEARCH BY ADVISOR NAME

SEARCH BY LOCATION

OR

Morgan Allen

Kenneth G. Bielejeski

William Baker

Erich Brenner

Peter Bessette

Scott Buell

Carla Bessette

Joe Cardello

Eric Biddle

Aura Carmi