Meet Scott
Scott is a Sr. Wealth Advisor based in Gallatin, Tennessee. He joined Mercer Advisors through the acquisition of Financial Partners Group, LLC, a boutique wealth management firm in Gallatin. After earning his BBA from Middle Tennessee State University in 1993, Scott began his career by building the financial services platform for a middle Tennessee Community Bank, where he served as president until 2005. Concurrently, Scott co-founded Financial Partners Group in 2000.
Scott’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Scott has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities
His working style
Scott uses stories in talking through complex situations with his clients. In his long wealth management career, he has seen a lot of different scenarios. He also typically recommends solutions that are part of his own family’s plan.
Scott in real life
What makes you tick?
As a lifelong athlete, I’m continuously training to get better in all facets of my life — spiritual, family, work, and more.
Any words you try to live by?
Keep your head down and keep moving forward. No matter how bad you think it is, pushing through is the only real option!
What keeps you busy outside of work?
I spend a lot of time farming. My wife and I live and work on our multi-generational family farm east of Nashville.
Scott’s snapshots
Meet Scott’s Teammates
Tammy Goad
Sr. Client Service Specialist
What Scott Says
I hired Tammy 1998, and she has been instrumental in working with our clients all these years. We make a great team and I believe we have made a difference in the lives of our clients.
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