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Scott Greenwood
Financial Planner
Telephone: (615) 369-1409 | Fax: (615) 850-8077 | E-Mail Address: click here
Licenses & Certifications:
Licensed Insurance Agent
Registered Securities Representative
of TrustCore Investments, Inc.
Scott’s clients include business owners, corporate executives, professionals and high net worth families. He understands the particularly complex financial challenges these individuals and families face. By having a thorough planning process in place, he helps his clients manage their near-term financial challenges and reach their long-term goals. Scott also offers unique guidance for clients who are navigating the financial and emotional challenges of transferring wealth between generations, particularly when it involves a family business.
Scott provides a comprehensive approach to financial management by coordinating the efforts of his clients and their other professional advisors. He starts by making a thorough assessment of a client’s financial situation, including cash flow management, retirement and estate planning, investment and risk management, and taxes. He then puts together a comprehensive financial plan.
Recent clients include:
•A physician for whom Scott established a clear plan for family wealth-building and future retirement while reducing taxes and potential risks.
•An affluent family for whom he provided a plan to cover every facet of protecting, growing and passing on not only wealth, but also a legacy for generations to come. Scott utilized advanced estate planning techniques, leveraged gifting and charitable planning to ensure this family's needs were met.
•A business owner for whom Scott built a business succession plan and evaluated the potential impact on his family, their retirement and estate. Scott worked with the client's existing advisors to navigate the special challenges involving the relationship between family and money. He developed a solution agreeable to all members of the family.
Scott, a Nashville native, graduated from Furman University in Greenville, S.C., with a degree in accounting. Also, he has completed Belmont University's Financial Planner Program and received a certificate in Financial Planning from the University and is a candidate for the CFP® designation. He joined TrustCore in 2010 from another financial services firm in the area.
Scott and his wife, Melissa have a young son, John Malcolm.
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