Broker Check
John Scott

For over eleven years, I have coached business owners, physicians, and families so that they first protect and then build their wealth more efficiently in order to move toward and then maintain optimal financial balance. I believe that clients come first, not Wall Street investment firms or other financial institutions. I find tremendous fulfillment in educating my clients about the truth behind investing, building wealth efficiently, implementing tax efficient strategies, improving cash flow, paying down debts more quickly, and pursuing the achievement of optimal financial balance.

For my business-owning clients, I revel in helping coach and prepare owners for the most important day of their business owning lives: the day they Exit their businesses. As a Certified Exit Planner, I am part of an elite group of exit planning professionals that hold the CExP designation.

For my work in serving physicians and their staff, I am the preferred financial advisor featured in the 10,400-employee WakeMed Health & Hospitals employee discount program.

It is also a privilege to have served in a leadership role at Consolidated Planning, mentoring our new advisors through joint work and practice development. I strive to lead by example and by serving others first, and it is a responsibility that I do not take lightly.

I am married to my best friend who is an amazing wife and mother. We have two daughters who are a tremendous blessing to us. It is also an honor and a privilege to be a group leader in a men's Bible study, to mentor children at Neighbor to Neighbor Outreach, to be a New City Fellow, to have served on the Ravenscroft alumni council, and to be an Amici class agent for Woodberry Forest School. I earned my B.A. in economics from Vanderbilt University and was also a member of the baseball team and Kappa Alpha Order fraternity.

Our office is located at 2626 Glenwood Avenue, Suite 450, Raleigh, NC 27608, and I can be reached at 919-827-7365 or [email protected]. 2014-6239 Exp 5/16

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of Guardian.