Levi Scott

Levi Scott is a Financial Representative with Consolidated Planning who is passionate about helping individuals and families build confidence in their financial future. Originally from Orlando, Florida, Levi now calls Richmond, Virginia home. He earned his degree in finances from Liberty University, where he developed a strong foundation in helping others make informed financial decisions. While at Liberty, he also served as a peer coach, further strengthening his ability to listen, guide, and mentor others. Drawn to Consolidated Planning’s holistic approach and family-oriented culture, Levi joined the firm after researching planning firms in the Richmond area and finding a place that aligned with both his professional goals and personal values. 

Levi is committed to helping clients uncover the deeper motivations behind their financial decisions. He believes that asking thoughtful questions often leads to meaningful insights, allowing him to better understand each client’s unique goals and challenges. Levi particularly enjoys working with successful professionals and growing families who want to be intentional about saving for retirement and building a stable future. His mission is simple: to help as many people as possible and take pride in knowing he made a positive impact along the way. He looks forward to serving clients alongside his mentor, Finley Woodward, and building lasting relationships based on trust, guidance, and genuine care. 

Outside the office, Levi enjoys staying active and spending time with family and friends. Whether he’s playing tennis, golf, or pickleball, working out, hiking, or enjoying a good movie, he values opportunities to connect with others and make the most of his free time. As the youngest of eight siblings, Levi grew up in a lively household and spent much of his childhood on the water, creating memories that helped shape his adventurous spirit. His Christian faith remains a central influence in his life and guides the way he approaches both personal and professional decisions. Levi attends church regularly and hopes to build deep friendships with his clients while serving as a trusted resource through every stage of life. 

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning, Inc. is not an affiliate or subsidiary of Guardian.