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David A. Scott, CPA/PFS


David Scott became a Certified Public Accountant in Tennessee in March of 1980 and holds the PFS (Personal Financial Specialist) designation. He received a Bachelors of Business Administration from Memphis State University, where he graduated Cum Laude.

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.

Mr. Scott is employed by Scott Financial Services, Inc. and is registered with SagePoint Financial, Inc., a member of FINRA and SIPC. SagePoint Financial, Inc.. is not affiliated with AICPA and does not provide tax, accounting, or legal services.

State: Texas

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