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Your family’s estate, trust, tax, and wealth management needs require a financial advisor who has specialized training, certifications and experience. Scott White is a CERTIFIED FINANCIAL PLANNER TM, a Chartered Financial Consultant, a Certified Life Underwriter, and holds a master’s degree in business administration.
Scott helps families with significant net worth develop successful estate and financial plans. He is 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 Lee County Estate Planning Council, and founding president of the Planned Giving Council of Lee County. Scott served on the National Committee on Planned Giving’s Leave a Legacy committee.
Scott and his wife, Adriana, have two children. They live in Fort Myers.
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1510 Royal Palm Square Boulevard, Suite 103 Fort Myers, Florida 33919 p 239-936-6300 tf 866-883-2658 f 239-936-0780 Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. |