Scott Phelan

CFP, Senior Vice President, Wealth Management, Financial Advisor, Portfolio Management Director

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Scott Phelan

MY MISSION STATEMENT

We exist to help our clients make smart, wealth building investment and financial decisions based on an uncompromising integrity, trust and personalized service.

My Story and Services

TRUSTED WEALTH-BUILDING FINANCIAL ADVISOR & CFP®

Scott Phelan has over 20 years of financial advising and planning experience. Currently, he is Senior Vice President, Portfolio Management Director & Financial Advisor, with Morgan Stanley where his focus is wealth building for high net worth individuals and corporate clients. His core competencies include estate, retirement, insurance and income tax planning. Scott has been part of Morgan Stanley’s prestigious Century Club for the past 3 years, an elite group composed of the firm’s top Financial Advisors that recognizes consistent creativity and excellence in providing a wide range of investment products and wealth management services to clients.

Scott has a long and distinguished career in the financial services industry having held leadership positions at Edward Jones, The Hartford and New England Financial.  Most recently, he was a Financial Advisor at Edward Jones where he not only advised, but mentored three junior advisors on relationship building and holistic financial planning strategies that drove each to be a top performer for the firm. Prior, Scott was at The Hartford where he received his Certified Financial Planning certification and was consistently one of the top-five estate planning advisors during his tenure. He began his career at the New England Financial Group where he developed and implemented employee 401(k) programs.

He has a Bachelor of Business Administration from The University of Georgia Terry College of Business and has served on a series of boards and committees. Scott is currently president of the Community Foundation for Northeast Georgia and is a guest speaker at the University of Georgia and Emory University. He lives in the Athens, Georgia area with his wife Holly and two children, Lyla and Riley. Scott enjoys running, playing soccer and coaching his kids’ sports teams in his spare time!

Securities Agent: AL, AZ, CA, DC, FL, GA, IN, KY, LA, MD, MO, NC, OH, OK, PA, SC, TN, TX; General Securities Representative; Investment Advisor Representative

NMLS#: 1285069


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Services

  • Wealth Management
  • 401(k) Rollovers
  • Asset Management
  • Certificates of Deposit
  • Corporate Bonds
  • Corporate Retirement Plans
  • Estate Planning Strategies
  • Financial Planning
  • Fixed Income
  • Municipal Bonds
  • Professional Portfolio Management
  • Retirement Planning

Experience

Experience

  • January 2014 - Present: Community Foundation of Northeast Georgia - President
  • June 2011 - Present: Morgan Stanley - First Vice President, Portfolio Management Director Financial Advisor, CFP®/Senior Portfolio Manager
  • May 2003 - May 2011: Edward Jones - Partner/CFP®
  • May 1998 - May 2003: The Hartford - Estate Planner
  • March 1996 - May 1998: Lincoln Financial Group - Insurance Planning
  • August 1994 - March 1996: New England Financial Group - Financial Services Representative

Education

Education

  • Bachelors, Business Administration - The University of Georgia, Terry College of Business, 1990-1994
  • Series 6, 7, 63, 65
  • CFP®, 1998

Associations

Associations

  • Northeast Georgia Community Foundation (President 2014 - Present)
  • Hudgens Supporting Foundation
  • Uniting Hope 4 Children
  • Rainbow Village
  • Walton Christian Learning Center
  • Youth Outreach United
  • Downtown Ministries

Awards

Awards

  • Century Club - 2013, 2014, 2015 and 2016 recipient

Location

Location

  • 2160 Satellite Blvd, Ste 150
  • Duluth, GA 30097


    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact Scott Phelan today.

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