Robert Scott is a member of the Accurate Wealth Management team based out of Wesley Chapel Florida. He’s been helping families and business owners now for 33 years with a primary focus on retirement, income, and estate planning. He has earned his ChFC® (Chartered Financial Consultant), CLU ® (Chartered Life Underwriter), and CAP® (Certified Advisor in Philanthropy) designations from the American College of Financial Services. Robert and his wife Suzanne have a daughter, 2 sons, and a cat.
Robert enjoys oil painting, fitness, travel, linguistics, fishing, woodworking, and writing about financial topics. He also enjoys volunteering for building projects with Both Hands Foundation, and teaching art lessons when time allows.
He works with clients in Tennessee, Florida, Kansas, AR, CO, and several other states.
Securities Offered through AAG Capital, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Accurate Wealth Management, LLC, an SEC registered investment adviser. Registration does not imply any level of skill or training. Insurance products and services are offered through Accurate Advisory Group and sold through individually licensed and appointed agents in all appropriate jurisdictions.
LICENSES & ACCREDITATIONS
- Chartered Financial Consultant ChFC®
- Chartered Life Underwriter CLU®
- Certified Advisor in Philanthropy CAP®
- Life/Annuity Licensed
AREAS OF EXPERTISE
- Strategic Tax Planning
- Retirement Planning
- Insurance Services
- Estate Planning