Your family’s estate, trust, tax, and wealth management needs require a financial advisor who has specialized training, certifications and experience. Scott White helps families with significant net worth develop estate and financial plans.

Scott’s extensive professional credentials include:

• Certified Financial Planner™ (CFP^®); Certified Financial Planner Board of Standards, Denver, Colorado – 1998
• Chartered Financial Consultant^® (ChFC^®); The American College, Bryn Mawr, Pennsylvania – 1992
• Chartered Life Underwriter^® (CLU^®); The American College, Bryn Mawr,
  Pennsylvania – 1991

• Master of Business Administration (MBA); University of Arkansas, Fayetteville, Arkansas – 1986
• Bachelor of Arts (BA); University of Arkansas, Fayetteville, Arkansas – 1984
• Member, Beta Gamma Sigma international business student honor society
• Member, Phi Alpha Theta honor society

Since 2006, Scott has been named to the Raymond James Financial Services Executive Council annually, in recognition of outstanding client service and exemplary professional growth. He qualified out of more than 3,200 Raymond James financial advisors nationwide. Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually.

Scott White Advisors was named one of the top registered investment advisory firms by assets under management in the U.S. for 2008 by Financial Advisor Magazine, ranked 20th in the country among firms with less than $75 million under management.

Scott is past president of the the Financial Planning Association Southwest Florida Chapter. He is past president of the the Southwest Florida Chapter of the American Society of Financial Service Professionals, past president of the the Lee County Estate Planning Council, and founding president of the the Planned Giving Council of Lee County. He served on the on the National Committee on Planned Giving’s Leave a Legacy committee. He is frequently featured in the media and his articles have appeared in several print and online journals.

Scott and his wife, Adriana, have two children. They live in Fort Myers, where Scott is an active community volunteer. He is secretary-treasurer and a member of the executive committee for the Southwest Florida Community Foundation and is a member of board of directors, executive and planned giving committees for the United Way of Lee County. He also is a member of the planned giving committee for the Lee Memorial Health System Foundation and serves as treasurer of the Fort Myers Rotary Club. The American Red Cross of Lee County honored Scott with its 2009 Legacy Award in honor of his contributions in promoting and facilitating charitable giving in the Lee County community.