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Scott Smith
Scott Smith
Financial Advisor
2300 Windy Ridge Parkway
Suite 550 North
Atlanta, GA 30339
tel: 770-933-3014
toll free: 800-843-8729
fax: 770-933-3084
Email Me
Welcome Education Experience Services
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Education and Licensing
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Life, Accident, Sickness & Variable Annuities Insurance Licensed
  • BS Management
    Georgia Institute of Technology
    Atlanta, GA
  • Financial Planning Associate Designation
  • Smith Barney Advisor Certification
Business Experience
  • Morgan Stanley Smith Barney*
    Financial Advisor
    Atlanta, GA
  • Small Business Owner
    Redondo Beach, CA
Services
  • Asset Management
  • Wealth Management
  • Financial Planning
  • Retirement Planning
  • 529 Plans
  • Professional Portfolio Management
  • Education Planning
  • Investment Policy Statements
  • 401k Rollovers
Bulletin Board
  • 529 Plans. Need help understanding how they can assist the educational future of your child or grandchild? For answers to your questions, please call or e-mail me.
  • What do you have in mind for your retirement? Our complimentary retirement-planning analysis can help you achieve the retirement you envision. See Financial Planning for a confidential questionnaire.
  • The highest compliment I can receive is the referral of your friends, family and business associates. One way to share this information is by clicking on E-mail This Site to a Friend.
Scott Smith is licensed in the following state(s): AL, AZ, CA, FL, GA, NC, SC, TN, VA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

Recessions and Bear Markets (pdf)

On the Markets (pdf)

A New Retirement Opportunity: A Second Look at Roth IRAs (pdf)
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