Credentials: Certified Financial PlannerTM professional (CFP®) and Registered Principal with Voya Financial Advisors, Inc., a national full service broker/dealer. FINRA Series 7, 63, 24, and 66 in 34 states, Variable Life, Variable Annuity, Life Accident & Sickness Insurance licensed in GA, AL, FL, NC, SC, PA, NJ, NY, OH, TN, TX, VA, and WV.
Scott’s has been in the financial services business since 1989. His purpose behind getting into the financial services industry is because the satisfaction he gets when he helps people reach their financial goals. Scott has followed stocks his entire life, as a young boy he loved how you could make your money work and grow for you. After working for larger companies, he decided to branch out and start Preferred Capital Management in May of 2001. His driving factor for starting his own business was that he wanted to create his own unique model for his clients. He enjoys being an entrepreneur and being on the leading edge of financial planning. He finds fulfillment from sitting down and meeting face to face clients. Currently while PCM is on top of the technology Scott knows there is nothing like sitting down and having a one on one meeting.