A. SCOTT WHITE

A. SCOTT WHITE, CFP®, ChFC, CLU, MBA

Scott White

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:

Annually since 2006, Scott has qualified for the Raymond James Financial Services Executive Council. He qualified out of more than 3,200 Raymond James Financial Services advisors nationwide. Membership is based mainly on prior 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.

Interviewed by The Wall Street Journal on utilizing charitable giving within a financial plan, Scott is past president of the Financial Planning Association Southwest Florida Chapter. He is past president of the Southwest Florida Chapter of the American Society of Financial Service Professionals, past president of the Estate Planning Council of Lee County, and founding president of the Partnership for Philanthropic Planning, formerly known as 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 president of the HOPE Clubhouse board of directors, a senior advisor and past board member for the Southwest Florida Community Foundation and a member of the board for the United Way of Lee County. An active member of the Fort Myers Rotary Club, Scott is past treasurer. 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.

 

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