A. SCOTT WHITE, CFP®, ChFC®, CLU®, MBA
|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:
|Every year since 2006, Scott has qualified for the Raymond James Financial Services Executive Council, qualifying out of more than 3,200 Raymond James Financial Services advisors nationwide. Membership is based mainly on prior fiscal year production and requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. No fee is paid in exchange for this award/rating.
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, now 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.