J. Scott Kittrell
CDFA®, CFP®, FPQP®
Parsec Financial
Senior Financial Advisor
J. Scott Kittrell
CDFA®, CFP®, FPQP®
Parsec Financial
Senior Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - J. Scott Kittrell, CDFA®, CFP®, FPQP®
Fee-Only financial planner located in Southern Pines, NC, serving clients locally and across the country
Parsec Financial is a fee-only registered investment advisor (RIA) with $3.7 billion in assets under management as of Dec. 31, 2022. Parsec provides wealth management, tax planning, trust services and business retirement services to 2,069 individuals and businesses in six offices across North Carolina.
Scott Kittrell is a Certified Financial Planner™ practitioner and a Financial Paraplanner Qualified Professional™ designee. He also recently received his Certified Divorce Financial Analyst® designation. He graduated from North Carolina State University with a Bachelor of Arts in business management and economics as well as the Graduate School of Banking at Louisiana State University.
At Parsec, Scott specializes in working with retirees, professionals, military families and those navigating the complex financial issues of divorce. Prior to joining the firm in 2017, Scott was managing director of CommunityOne Wealth, a division of CommunityOne Bank. His professional experience also includes progressive roles in both investment management and banking with Interstate/Johnson-Lane and Wachovia Bank.
Scott is a member of the Southern Pines Rotary Club and past president of the Southern Pines Rotary Foundation. He is an elder at Brownson Memorial Presbyterian Church where he serves as the church’s treasurer and sits on its endowment committee. He is married with two children and enjoys golf and tennis.
J. Scott Kittrell is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Parsec Financial is a fee-only registered investment advisor (RIA) with $3.7 billion in assets under management as of Dec. 31, 2022. Parsec provides wealth management, tax planning, trust services and business retirement services to 2,069 individuals and businesses in six offices across North Carolina.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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J. Scott Kittrell is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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J. Scott Kittrell is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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J. Scott Kittrell is a Certified Divorce Financial Analyst® (CDFA®)A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.
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J. Scott Kittrell is a Financial Paraplanner Qualified Professional™ (FPQP™)Individuals who hold the FPQPTM designation have completed a course of study encompassing the financial planning process, the five disciplines of financial planning and general financial planning concepts, terminology and product categories. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
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J. Scott Kittrell is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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J. Scott Kittrell is Featured in The Pilot: "Column: Financial Lessons From the Course"
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J. Scott Kittrell is Quoted in The Pilot: "Parsec Financial Awards $15K Grant to Local Food Bank"
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J. Scott Kittrell is Quoted in The Pilot: "What You Don’t Know About Estate and Gift Taxes May Hurt Your Legacy"
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J. Scott Kittrell Contributes to Sandhills Magazine: "Your Financial Year-End To-Do List"
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J. Scott Kittrell is a Member of the Southern Pines Rotary Club and Past President of the Southern Pines Rotary Foundation
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Forbes Ranks Parsec Financial as a Top RIA Firm
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Parsec Financial Ranked #2 N.C. RIA by Financial Advisor (FA) Magazine
Contact J. Scott Kittrell
Office Locations:
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140B SW Broad St
Southern Pines, NC 28387
