Scott M. Thomas

Further information about Scott M. Thomas:

Scott has 22 years of financial services experience. A 1987 graduate of the University of North Carolina at Greensboro, Scott holds degrees in Finance and Economics. In addition, he has obtained the designation of CFP(R) (Certified Financial Planner) from the College for Financial Planning in Denver, CO.

Scott is very active in the financial planning industry and his community. He currently is a member of the Financial Services Institute and has served on the local boards of Goodwill Industries and the YMCA.

Scott enjoys family activities and loves spending time with Barbara, his wife of 21 years, and their three daughters. They make their home in Greensboro, NC.

Scott is a Registered Principal and an Investment Advisor Representative with Multi-Financial Securities Corporation. Otherwise, Scott Private Wealth Group is not affiliated with Multi-Financial Securities Corporation.

Compensation and Fee Structures:

Hourly fees for financial planning only plus assets under management fees on a sliding scale for investment management.

Licenses, Certifications & Affiliations:

Series 7, 24, 63, 65

Education:

BS Economics, UNC-Greensboro
BS Finance, UNC-Greensboro
CFP, Denver, CO

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Further information about Scott Financial Management:

(Size of firm: 0-9 advisors)

Scott Private Wealth Group is a division of James A. Scott & Son, Inc., an ESOP where employees own and operate the firm. We are totally independent and void of proprietary products.

We are licensed to sell Insurance Products in the following states:
Arizona, Louisiana, North Carolina, South Carolina, Virginia.

We are registered to sell Securities in the following states:
Arizona, Florida, Georgia, Louisiana, North Carolina, South Carolina, Virginia.