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. He has been recognized as one of the top financial planners in the U.S. by the Consumers’ Research Council of America for the past three years based on experience, education and training, financial certifications, and professional associations.

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

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 Lee County Estate Planning Council, and founding president of the Planned Giving Council of Lee County. He served 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.