Office Location:
6115 Park South Drive
Suite 200
Charlotte, NC 28210
Sam Scruggs began his career in industries such as industrial manufacturing, quick-service restaurants, and consumer products, holding various roles from entry-level positions to leadership in marketing, operations, and human resources. After recognizing the changing economic landscape and the need for more fulfilling opportunities, Samuel transitioned into the financial services industry. His desire to provide for his family and become more engaged in financial planning and investing led him to Consolidated Planning in 2020, where he could leverage his diverse background and newly acquired licenses to start a practice of his own.
Samuel’s approach to financial services is grounded in his passion for financial literacy and his belief in the power of informed decision-making. At Consolidated Planning, he is particularly focused on helping professionals, small business owners, and recent college graduates—those in the “emerging wealth” segment—take control of their financial futures. His mission is to be a trusted partner in helping clients become debt-free and build wealth for retirement and beyond.
What sets Samuel apart from other advisors is his unique perspective, gained through years of experience in a variety of industries. He understands the value of the Living Balance Sheet® planning process and uses it to provide his clients with a comprehensive, clear view of their financial situation, helping them make strategic decisions to achieve their goals.
When he’s not working with clients, Samuel enjoys spending his time playing golf and tennis, traveling, landscaping, photography, and attending jazz concerts. A fun fact about Samuel is that he was the number one singles and doubles tennis player on his high school team and has appeared in two McDonald’s television commercials. Samuel is also an active member of several organizations, having served on boards for Ronald McDonald Children’s Charities, INROADS, and the Urban League of Birmingham, among others.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian.
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Securities products and services and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 6115 Park South Drive Suite 200 Charlotte, NC 28210, (704)-552-8507. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian.
Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.
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