Prior to co-founding Compound Family Offices, Scott was a Sr. Vice President and GenSpring Sr. Wealth Strategist at GenSpring | SunTrust Private Wealth Management. Scott started his GenSpring tenure in 2006 with Asset Management Advisors (AMA), a Registered Investment Advisor, before it was renamed GenSpring Family Offices. While at GenSpring he served families as part of a collaborative team and developed deep relationships with ultra-wealthy families in the delivery of wealth management and family office services. Such services included estate, gift and trust planning, financial planning, tax planning, philanthropy, governance and education, sharing best practices, risk management, asset protection, the management and coordination of information, and partnering with his family’s other key advisors.
Prior to GenSpring Scott was a Senior Manager with Deloitte Tax, LLP in Atlanta where he focused on delivering estate, gift and trust planning, financial planning, investment advisory services, tax consulting and compliance services to high net worth individuals, executives and families. While at Deloitte Scott served as the Southeast’s designated provider of Wealth of Options, Deloitte’s estate planning platform for ultra-high net worth families.
Scott is a Cum Laude graduate of Kennesaw State University where he received a BBA in Accounting. He is a Certified Public Accountant (CPA). Scott is a member of the American Institute of Certified Public Accountants (AICPA) and its Personal Financial Planning Division. Scott also holds the Personal Financial Specialist (PFS) designation given by the AICPA. Scott is a member of the Southwest Florida Estate Planning Council and has served on the Community Foundation of Sarasota County’s Distinguished Speaker Series Committee.