Scott  McLeod

Scott McLeod

| CFP®, ChFC®, RLP

Brown Financial Advisory

Fee Only Financial Planner Located in Fairhope, AL and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Our Other NAPFA Members

Visit Us

508 Fairhope Avenue
Fairhope, AL 36532

Scott McLeod is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Scott is the President of Brown Financial Advisory in Fairhope, Alabama.
 
Scott graduated from East Tennessee State University in 1994 with a degree in Corporate Finance and Investments. Shortly afterward, he joined First American Bank (later Regions Bank) in Kingsport, Tennessee as an Investment Advisor and began his practical experience in investment management.
 
In 1998, Scott accepted a leadership position at First Tennessee Bank and eventually moved to a position in the new Financial Planning division of the bank in 2000.  In 2001 he earned his Certified Financial Planner™ designation and his Chartered Financial Consultant (ChFC) designation. In 2004, Scott was promoted to Private Wealth Advisor at the company's headquarters in Memphis, Tennessee and served clients in the Mid-South region.
 
In 2006, Scott accepted a position with a "Fee-Only" investment management and financial planning firm in Birmingham, Alabama that serves over 125 families and manages over $500 million in assets. Scott was a Senior Financial Planner in the Family Office where he served the firm's largest clients. Scott continued with this firm until December 2010.

Scott has recently been awarded the Registered Life Planner® designation from the Kinder Institute and provides financial life planning and investment management services to his clients.