David A. Scott, CPA/PFS
David A. Scott is a Vice President with Duncan-Williams, Inc. in their Private Client Group. Mr. Scott became a Certified Public Accountant in Tennessee in March of 1980. He also holds the PFS (Personal Financial Specialist) designation. Mr. Scott also holds Series 7 and Series 66 licenses with FINRA (Financial Industry Regulatory Authority), as well as licenses in Tennessee for Life and Health Insurance. He received a Bachelors of Business Administration from Memphis State University, where he graduated Cum Laude.
Prior to joining Duncan -Williams, Inc., Mr. Scott spent 17 years as the Managing Partner of Scott & Pohlman, P.C., the CPA firm that he founded in 1988. While working for over thirty years in public accounting, Mr. Scott helped clients in the areas of income tax planning, estate planning, retirement planning, business succession planning, and later investment and insurance planning. He began to focus more on working with high net worth individuals on comprehensive financial planning and wealth management.
Managing the multi-faceted aspects of wealth is a time-consuming, complex process. At Duncan-Williams , we strive to serve as our clients’ advocate as we put all of the pieces together consistent with their wishes and objectives. We employ an integrated approach designed to provide clients with a comprehensive wealth management solution. Our clients may utilize a single component or the full breadth and depth of all of our services. We work with our clients to determine their specific needs, and we dedicate the applicable resources to deliver the range of services necessary to meet their unique objectives. What does this mean for you? Simply put, our approach to comprehensive wealth management services is designed to enhance the potential for the successful achievement of your goals, while mitigating the multitude of risks.State: Tennessee